You’ve worked hard for your money and you should be able to do what you like with it. Unfortunately we haven’t worked out a way of taking it with us, which means you’ll want to know that it’s well looked after once you’ve gone. That’s where just advice comes in – to tell you everything you need to know about inheritance tax.
What's included?
- Calculation of your IHT liability
- Explanation of the options open to you
- Assessment of your attitude to risk
- Assessment of funds, up to £30,000
- Recommended course of action, including a suitable fund strategy for the first £30,000
| What’s not included? | |
|
|
|
|
|
£50 |
| What’s the cost (per month) | £150 |
| Set up costs: | |
|
please ask |
|
please ask |
| |
| £75 |
| £450 |
| £25 |
| £150 |
| £75 |
| £25 |
What's included?
- Calculation of your IHT liability
- Explanation of the options open to you
- Assessment of your attitude to risk
- Summary of up to three existing plans, to include:
- Charges
- Fund performance
- Explanation/refresher of how each plan works
- Assessment of funds, up to £30,000
- Recommended course of action, including a suitable fund strategy for the first £30,000
| What’s not included? | |
| |
| |
| £50 |
| £75 |
| £25 |
| £50 |
| Whats the cost? | £195 |
| Set up costs: | |
| please ask |
| please ask |
| |
| £75 |
| £450 |
| £25 |
| £150 |