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Making a will
A will is the only way to make sure your money, property, possessions and investments go to the people and causes you care about. For complete peace of mind every adult, whatever their circumstance...
Plan ahead with a Lasting Power of Attorney
Making a lasting power of attorney (LPA) is one of the most straightforward and helpful things you can do to protect yourself and your family. It is a way of giving someone you trust, your attorne...
Transfer your existing ISA
If you already have ISAs with other providers you can transfer them into a Healthy Investment Ethical ISA. You can transfer a cash ISA with a bank or building society to take advantage of the pote...
Invest in a bond for tomorrow
If you want to invest for your future, our Investment Bond might be right for you. You can invest for yourself, your children or grandchildren and get the return and security you are looking for. Y...
Can a Trust reduce your Inheritance Tax bill
If you put money or property in a trust it no longer belongs to you. Any cash, property or investments belong to the trust and will be outside your estate for inheritance tax purposes and may not c...
Students receive a helping hand from Healthy Investment
Healthy Investment has made 14 grants totalling £2,450 to help 14 of its younger members with the costs of higher education course materials during 2020. The grants were made from the Douglas Carr...
Child Trust Funds – Court fees waived
A Child Trust Fund (CTF) is a long-term, tax-free savings account for children. The money belongs to the young person and they can only take it out when they turn 18. If a young person lacks men...
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