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As qualified Financial Adviser, we work on your behalf
Are you concerned what will happen to your estate on your death?
What Inheritance tax, if any, would be payable?
Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?
Are you concerned what would happen if you required long term care. How would you pay nursing home fees?
We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.
For Long term care we act as introducers only.
The Financial Conduct Authority does not regulate on Estate Planning.
Tax treatment varies according to individual circumstances and is subject to change.
The FCA does not regulate some forms of Inheritance Tax Planning.
For advice on any of the above, Contact Us now.
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