Worldwide Financial Planning

An Offshore Bond can invest in a range of holdings such as insured funds, unit trusts/ OEICs etc, as per the Onshore fund.

When it comes to planning for your estate, inheritance tax advice is invaluable.

An Onshore Bond and an ISA are simply wrappers, which determine the tax position of what is held within them.

Welcome to Worldwide Financial Planning, one of the UK’s leading firms of independent financial advisers specialising in Inheritance tax advice and estate planning strategies. Our 16 FT awards in 4 years simply show our expertise in finding the right answer for you, quickly.

An Investment Trust is not too dissimilar to a Unit Trust in terms of its make-up, in that money is spread across a range of investment vehicles such as bonds, fixed interest securities, cash etc.

We are very pleased to announce our new, free auto-enrolment helpline.