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37 Legal Ways to Slash Thousands Off Of Your Inheritance Tax Bill
Learn little-known “have your cake and eat it” solutions which avoid Inheritance Tax whilst letting you keep access and control with this free book, written by Julie Wilson – Chartered Financial Planner and Fellow of the Personal Finance Society.Read more
Why You Need a Financial Adviser (and where to find one)
We want to help you decide if you’d benefit from professional financial advice. And if so, how you should go about choosing the right Financial Planner to match your objectives? Learn why certain qualifications are so important and what you need to be looking out for with this free guide.Read more
This guide outlines the different options available to you from your pension funds when you retire. It also provides useful information about the state pension and the benefits available from workplace pensions your employer may have provided for you.Read more
The Big Transfer Mistakes (and how to avoid them)
This guide covers some of the options you have when you have a Defined Benefit/Final Salary pension. It covers the pros, cons and risks to help you further understand your options.Read more
Planning in Colour
Lifestyle Planning takes financial planning to the next level. Instead of telling us what you want your money to do for you, tell us what you want to do with your money. Whether it’s starting a project, or going on a world cruise. Tell your adviser what you want, and we work towards facilitating it for you. Explore your possibilities and learn what we believe is really important about money.Read more
Look Out for our Upcoming Seminars!
They will be added to this section, so keep your eyes peeled!Read more
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