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Sheafmoor Life & Pensions Services Ltd
Sheafmoor Life & Pensions Services Ltd
Please mention that you found out about this business on Dronfield Online
Address:
59 Sheffield Road
Town:
Dronfield
County:
Derbyshire
Postcode:
S18 2GF
Telephone:
01246 291199
Email:
Click Here to Email
Google map
Click here
Details
Today many people will find that just owni
ng their own home and having enough savings and investments to provide themselves with a reasonable income during retirement may leave their estate potentially liable to inheritance tax. It is therefore important that they consider some form of planning to reduce the impact of inheritance tax on their estate.
Whilst gifts to others can help, many people are understandably reluctant to give capital away completely as this can adversley affect their financial security and standard of living.
With a properly constructed will and the help of certain trusts, investors who want to 'do something' about inheritance tax, but do not want to give up immediate access to their savings and investments can still look to reduce the potential liability.
The latest budget has proposals that could dramatically affect the plans you have made, and are planning to make.
To discuss this or any other area of financial planning or to arrange a free, no obligation consultation, please contact us on 01246 291199.
Sheafmoor Life and Pensions Services Ltd is an appointed representative of Results Financial Ltd, which is authorised and regulated by the Financial Services Authority.
FSA Registration Number 426466
When contacting this business please mention that you found them on Dronfield Online.
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