As an Attorney, there are onerous obligations which must be adhered to - whilst we are not legal advisers, Beckworth Financial Services Ltd could help plan the client's investment portfolio with these obligations in mind.
There are many complex obligations which need to be covered; luckily this is an area in which we have a great deal of expertise.
The value of an investment can go down as well as up. Past performance is not a guide to future performance.
Trying to devise an investment portfolio which may help to provide sufficient income to cover the care home's charges.
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Helping Attorneys match their onerous investment obligations
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ISAs, existing PEPs, Unit Trusts, Investment Trusts and Managed Bonds.
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There are many ways to plan for Inheritance Tax Mitigation. Whilst the Financial Services Authority does not regulate Taxation and Trust advice, there are many ways that we can help towards Inheritance Tax mitigation
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