Worldwide Financial Planning

Investment advice is essential to ensure your hard earned capital either produces the income or investment growth you desire. That’s why it’s important you choose an Independent Investment Adviser to manage your money.

Read the questions posed and our answers to these questions.

At Worldwide, our school fees advice covers planning for the costs of private schooling as well as for higher and further education.

Inheritance Tax is the tax that is paid on your ‘estate’. Broadly speaking this is everything you own at the time of your death, less what you owe.

There are many options to take income from investments. Be careful you choose the best option to suit your needs

Tax Exempt Gifts