Inheritance Tax Planning
Inheritance has become a hot topic amongst politicians in recent years. It is one that we ignore at our peril. Without the right inheritance tax provisions the Government could benefit more from your life’s work than your family. That’s why it is important to work out what you may be liable for on death – and then talk to an expert on how best to balance things in your favour.
Estate planning is not regulated by the Financial Conduct Authority.
Related Publications:
Comprehensive service
Graham Foster has been my financial adviser for so long that I cannot remember a time when my wife and I did not enjoy the benefit of his guidance and support. I would guess that we met 20 years ago, I have followed Graham each time he has moved employment and am now delighted to embark with him on his own venture, Sky Blue Wealth Management. I have now been retired for five years, and Graham’s comprehensive service has continued unabated across the transition from the process of building a pension fund to reliance upon it. We regard Graham as a good friend who is fully informed about our family circumstances and needs, and upon whom we can rely to protect our resources and help us to live within them.