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IHT Planning

Are you approaching retirement and starting to worry about inheritance tax planning?

If your estate is valued at over £325,000 under current legislation, your children may pay 40% tax on anything above this amount. So if everything you own is worth £500,000 and your children pay tax at 40% on the £175,000 above the threshold, they will be paying £70,000. Find a trusted financial adviser

There may be a number of options and Find Financial Advice will be able to assist with pointing you in the right direction.

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What to expect in the first meeting from your FindFinancialAdvice IFA

A warm welcome
A business card and terms of business
A full fact find completed, enabling your IFA to get a full picture of your current circumstances and future plans
A summary of areas to discuss and agree priorities

Testimonials

My partner and I recently had a baby, and we decided we needed some life insurance but didn't know where to start. We looked at some comparison websites which still didn't explain all of our options; we were merely given a shopping list showing the cheapest product. This was a good starting point but nothing more. FindFinancialAdvice put me in touch with an adviser who explained all the different types of insurance and the ins and outs of each one. He also took the time to explain trusts and the importance of writing my life insurance in trust." Charles Ferris
I have worked for 23 years, and over that time, I seem to have accumulated seven different pension schemes. I wanted someone to explain what I was going to get on retirement and help put it all into one pension. My adviser recommended through FindFinancialAdvice managed to consolidate everything into one pension making it easy to monitor in future." Peter Wallis
I recently lost my job and needed to cut back on my monthly outgoings. My new adviser from FindFinancialAdvice managed to find me the same life cover to look after my family as before, but at a much reduced monthly cost." John Blake
Having just divorced and with 2 children, I was faced with having to buy out my ex and having never dealt with any finances before, I was very nervous. FindFinancialAdvice put me in touch with a lovely lady, Emma, who made sure I was called every day with an update. I was reassured every at every step and cannot thank FindFinancialAdvice enough for introducing me to Emma." Lee Muller
I run a small start-up business and I wanted to find a local financial adviser who I could work alongside to help take my business to the next level, someone who understood my borrowing requirements. I was able to secure the funding I needed quite easily through FindFinancialAdvice. FindFinancialAdvice was a godsend at a time when I most needed help." Jemma Nicholson
As a young professional, I needed a financial adviser who I could trust and rely on to look after my interests, not theirs. Julia was able to do all this and I cannot recommend FindFinancialAdvice enough." Ms. Blackburn
Having just left university started my first job, I was burdened with a lot of debt. I wanted someone to help me with my budgeting. Not only was David able to do this, he managed to restructure my debts, save me a load of money and with the money saved, I now have my financial foundations in place, thanks to FindFinancialAdvice." Mr Parker
A friend of mine told me about this website. My husband died recently and he always made the financial decisions for us. I needed someone to hold my hand and guide me through my finances. I am extremely happy and would recommend FindFinancialAdvice to anyone!" Alice Grange

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IHT Planning

Testimonials