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.

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Pensions

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 from Professional Wealthcare in Camberley has provided my family and I with expert financial advice for a number of years now. His practical, down to earth approach is very much appreciated as it can be quite a dry subject. He has advised very knowledgeably, on a wide range of related topics such as mortgages, insurance and pensions and has been an absolute pleasure to work with. I would happily recommend Barry to anyone.

Brian Davies

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