Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Category: Inheritance tax reduction

Life Assurance in Trust

When you take out a Life Assurance policy, you will usually have the option of placing it into a Trust. This is often overlooked by policy holders and unfortunately sometimes by advisers.

Read this article ›

Blog Categories

Pensions

Planning for retirement, your options, review your plans...

More

Investments

Investing your capital for tax efficient growth or income...

More

Protection

Protect your family, life assurance, critical illness, income protection...

More

Barry truly lives up to his company’s name as he is a real professional. He offers great, unbiased advice and puts the needs of his clients before anything else. Whereas many so-called ‘Independent’ financial advisors seem to offer products and services based primarily on how much commission they’re likely to receive, Barry offers solutions that will ensure that your investments actually work for you.

David Goodman

This site uses cookies. Find out more about this site’s cookies.