Worldwide Financial Planning

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.

Nil rate band discretionary Will trust planning should be the first port of call for every couple.

Inheritance Tax Trusts are a very popular method of mitigating tax.

Structured products became very popular as risk and volatility soared.