Inheritance Tax Planning
You’ve worked hard all your life and built up a certain level of wealth – yet not all of it will necessarily be inherited by your loved ones. Inheritance Tax affects thousands of people every year, but it is something that can be planned for.
Get it right, and retirement could be the best period of your life. Get it wrong, and it might prove the worst. There is a lot to think about, and you shouldn’t put it off. We can explain what you need to do to retire smart.
Socially Responsible Investing
If it matters to you how your money is invested – and the source of the returns you receive – you might be interested in our panel of socially responsible investment funds.