Worldwide Financial Planning

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

Worldwide are proud to accept the awards from the FT publication Investment Adviser.

In order that the assets can pass into the discretionary trust, both the husband and wife should own assets in their own right that can be left to the trust.