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Tax and estate planning


Don’t leave part of your estate to the Exchequer,
make tax efficient plans to pass all of it to your heirs, successors or charities of your choice.

Mitigate your Inheritance Tax liability Through:
Investments by single premium bonds.

Regular contributions.
Make serious attempts to mitigate tax whilst you are alive and enjoy the benefits of your investments and savings throughout your lifetime.

Remember, tax on income is compulsory but you should not have to pay tax on investment income
if invested correctly.

 

Contact us
t:01553 775100
f:01553 769798

Long term care for the elderly
 

Create your own plan to ensure you do not have to sell your property if you are unfortunate enough to need regular care
in old age. Ensure the money goes to who you want it to.

We have a number of good mitigation plans to help you achieve this goal:

Single Premiums plans.
Regular Premium plans.
 
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Links
www.fsa.gov.uk
www.bloomberg.com
 
 

 

CRS Financial Planning is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority. This site is directed at UK residents only.