Independent Wealth Management

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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.

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

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

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Barry has provided both personal and professional advice to me since 2002, he has always been clear in his advice and recommendations and helped me to navigate the inevitable financial changes in our requirements. If you can’t see the wood for the trees, Barry can.

Mark Watson

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