Most of us wish to see our estates pass to our chosen beneficiaries, however a lot of families face losing large amounts of their inheritance in tax. As an Adviser I can advise you about your UK Inheritance Tax planning, combining years of experience with friendly, professional advice. Well look no further!
Whether you are an experienced investor or if this is the first time you have considered investing, I am confident that I can help you. I am here to assist you in solving your financial queries and always aim to give a friendly professional service to all my clients and potential clients. I work primarily in the South East of England, however I am more than happy to offer advice to clients anywhere in the United Kingdom.
Whether you are an experienced investor or if this is the first time you have considered investing, I am confident that I can help you. I am here to assist you in solving your financial queries and always aim to give a friendly professional service to all my clients and potential clients. I work primarily in the South East of England, however I am more than happy to offer advice to clients anywhere in the United Kingdom.
Services
Inheritance tax can be a complicated and time consuming aspect of estate planning. Due to this complexity there can be a benefit to consulting a financial adviser so that you are aware and understand the options available to you. If you feel this is something you wish to discuss please contact me on 02380 434 446.
I offer professional mortgage advice so you don't have to do the hard work. There are a range of interest rates which are offered by most lenders. Some have special features and special offers which change frequently. The best one for you will depend on your circumstances at the time -so it's important to understand your options.
Investing is a highly complex subject and requires a great deal of knowledge of the investor, due to each person having their own attitude to risk and differing goals. It is essential that these factors are taken into account, along with any particular needs you may have or areas you may wish to invest in, such as investments which take into account environmental or ethical concerns.
Equity release can be a financial lifeline for older people who find themselves in need of cash, often living on small incomes despite living in properties worth hundreds of thousands of pounds. These individuals are said to be asset rich but cash poor. Moving house can be an expensive and stressful process at any age.
What is Long Term Care? Long-term care insurance (LTCI) is designed to pay out a series of sums of money, usually each month, when a person (usually an elderly person) needs long-term care. Long-term care is needed when someone is unable to look after themselves, for example, following a stroke or if they become very frail.
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