Organising your income and assets in a way that meets you specific objectives is a key part of strategic financial planning.
Most clients want to take steps to mitigate punitive inheritance tax. Clients also want the reassurance that the assets they have saved up over a lifetime do not inadvertently end up in the hands of those they did not intend.
There are many HMRC approved arrangements and it is vitally important you get the correct advice from an expert.
You’ll find more information on how we can help you plan on the links below.
Wallace Financial Planning’s clients also have access to regular reports and informed perspectives on all the changes and developments happening in areas of relevance to their financial planning. Click on the links below for samples of these topical updates: