Financial Advice
The value of independent financial advice
When someone deals with a financial adviser for the first time, they want to know that the adviser is acting in their best interests, that they will get the best advice and the best products available. How can the client be sure of this? There cannot be any guarantee, but their best chance is talking…
Read MoreIHT Planning and Pension Tax Free Cash
Since 2015, pensions have been the best Inheritance Tax planning tool available but, as we all know, the Chancellor is set to change that from 6th April 2027. From 6th April 2027, income tax and IHT will apply to what your beneficiaries take from your pension pot after you die. With all the potential ramifications,…
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