Worldwide Financial Planning

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.

Agricultural Property Relief rules came into play largely due to the fact that farms and businesses had to be broken up to pay Inheritance Tax.

Investment Tax efficiency is essential.

Business Property Relief (BPR) could become a useful tool in helping to reduce a potential inheritance tax liability, but err on the side of caution as any removal of the current relief may leave you with a potentially unattractive asset.

A Purchased Life Annuity works by investing your capital into an annuity.