While I hope this website gives you a flavour of our approach to financial planning, our main commitment is to provide quality person-to-person financial advice, where myself and the rest of the team look forward to hearing from you soon..."
Managing Director
Feature: Annuities & You
As annuity experts we recognise the importance of making the most appropriate choices because you are locked into the rates offered at the time and you may be relying on this income for many years. Click here to browse our case studies to get a flavor of just how Francis Clark Financial Planning may assist with quality annuity advice...
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Inheritance Tax
The Francis Clark Financial Planning team provides a truly independent and holistic financial planning service to meet the present and future needs of our clients. We have a team of 5 independent advisers whose combined industry experience is over 75 years.
Inheritance tax planning - Our Services
- Mitigation of inheritance tax liabilities through use of proven strategies
- Use of trust structures to minimise future liabilities
- Schemes available that achieve IHT savings but also allow an income to be drawn from assets that are sheltered
- Schemes where access to the original capital is available but investment growth is sheltered from IHT
- Life assurance solutions written in trust to cover IHT liabilities
- The use of investments that qualify for Business Property Relief and thus no IHT after a qualifying period
Contact us now to speak further about this service