We can be instrumental in your later-life planning needs. We assess your financial situation, devising strategies to protect your assets and reduce potential inheritance tax burdens. We can help you choose appropriate investments and savings vehicles to ensure a comfortable retirement while considering potential care costs. We can guide you in setting up trusts, gifting strategies, and utilising tax-efficient allowances to minimise a potential inheritance tax liability. Using our expertise we aim to improve your later-life financial security and a smoother wealth transition to your beneficiaries, preserving your legacy and providing peace of mind.
There is a risk to your capital, and you may not get back the full amount invested. The value of investments, as well as the income from them, can fall as well as rise.
The Financial Conduct Authority do not regulate will writing, loans, credit cards or some forms of mortgage, tax advice, offshore investments and estate planning.
Contact us
A conversation costs nothing. Our initial meeting is provided completely free of charge to allow you the opportunity to understand more about the services that we offer and to identify areas where you could benefit from our services. Feel free to get in touch via the below contact form or call our office on 01788 648108 or info@acjfinancialplanning.co.uk
