“I’m too busy with work and family life
to think about the implications.”
“So you don’t think you need to do anything to mitigate Inheritance Tax?”
“Inheritance Tax is only paid by the rich and anyway all my assets will pass to my spouse.”
“I have considerable assets but need the income to live well.”
“It all sounds very complicated to me.”
“It‘s not an issue as my estate can pay any tax owing.”
“Can’t I give some of my capital to my children whilst I am still alive?”
“I have taken some life assurance policies so I am alright surely?”
We will use our experience and expert knowledge of the legal and financial aspects of the pensions and investments industry to design a bespoke protection plan for you. The protection we create will then be guarded, closely scrutinised and maintained so long as we are working for you, so you can rest assured your pension and investments are being looked after.
