Estate and Inheritance Tax Planning
We spend our lives accumulating wealth, so it’s understandable we want to make sure it’s left to the right people. The first step to estate planning is a Will, and we can refer you to trusted solicitor. We can then look at Inheritance Tax, and possible steps in mitigating that tax. We’ll look at options such as gifting, insurance, Trusts, and tax-efficient investment vehicles.
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CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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