Expertise
- Pension
- Inheritance Tax Planning
- Pension Planning
- Invesment Planning
- Inheritance Tax IHT
- Life and Health Protection
- Trust
- ISA
- Tax Mitigation
- Trust Planning
- Relevant Life Insurance
- Business strategy
- Death in work insurance
- Investment Bonds
- key person insurance
- Retirement & Pension Planning
- Business & Finance
- Key Person income protection
- Pension advice & transfers
- Inheritance Tax Stratagies
- Life Assurance
- ISA investments
Summary
I work with business owners, families and individuals helping with estate planning and investing for the future while mitigating tax where possible.