Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
One of the common issues we find when we review a new client’s situation is that over the years they have been sold (or have purchased) many life, critical illness and income protection policies. Now, it’s important of course to state that such cover for, say, a couple with a family and a mortgage, is [...]
Q. My brother and I am concerned about the Inheritance Tax situation regarding our mother. Her estate will be well in excess of £1.2 million, and although I am aware that she can now use our deceased fathers nil rate band allowance which helps, there will still be a tax bill of over £200k. She is now in [...]
