In the right hands, financial security isn’t particularly difficult to achieve. It’s just a case of finding the right pair of hands.
Whether it’s personal or corporate, we can help you access financial advice regarding pensions and their transfer, taxation, investments (both on- and offshore), retirement planning and much, much more.
We’ll assess how the value of property, pensions, insurance policies, shares and other assets could impact on the size of tax liabilities in the event of your death.
Inheritance tax needs serious consideration these days too, since the days it just affected the rich and famous are long gone. Assets over £325,000 can attract 40% Inheritance Tax – unless you take legal steps to reduce your liability.
Call us today on 0800 088 6004 – you’ll be drawing on the experience and expertise of one of the most established teams in the area which offers the convenience of meeting you at a convenient location across Northamptonshire and Leicestershire including Northampton, Kettering, Corby, Higham Ferrers, Wellingborough and Leicester.
Helping you keep what’s yours, yours, is what we do.