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Mitigating IHT is important of course, to make sure your family gets as much of your estate as possible at a difficult time; but other forms of protection are important too.
Life, critical illness and disability cover are essential to help your family cope at stressful times; one in three of us will need professional care in later life, and good advice now can help cover the costs later; and estate administration can be invaluable in sorting out legal, financial and personal tax affairs after death.
Later Life Planning is one of Franklyn’s specialities, and we can help you plan for IHT, make gifts to your heirs and secure an income for long term care.
*Source: Gov.uk, 28 July 2017
The levels and bases of taxation and reliefs from taxation can change at any time, and are dependent on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Franklyn Financial Management Limited is registered in England and Wales, Number 06280392.
Registered Office: St. James’s House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, Cheshire, CW12 1LB, England.
Copyright St. James’s Place © 2019.