We strongly recommend that all clients seek independent financial advice regarding their pension provisions and where appropriate take guidance over inheritance tax planning.

We work closely with Independent Financial Advisers (IFAs) in the management of a client’s pension portfolio and inheritance based trust arrangements.

This dual involvement ensures our clients have access to two very different skill sets combining the tax planning knowledge and experience of an IFA with our investment management expertise.

Please do not hesitate to contact us should you wish to arrange a review of your pension provisions or have concerns over inheritance tax implications.

Click here to ask one of our qualified consultants to contact you for an initial discussion.