Inheritance Tax (IHT) is a complex subject and is increasingly becoming a concern for individuals, particularly as house prices rise. If your estate is likely to be worth more than the IHT allowances (including the Residential Nil Rate Band) at the time of your death, you need to consider the potential impact of IHT on your family.
Attivo Mortgage Planning can help clients to secure the funding they require, even with complex transactions. For high-value mortgages our well-established relationships with private banks and specialist lenders help to secure individually tailored solutions for our clients.
Attivo Financial Planning has carefully researched and selected products and services from other providers to complement and enhance our offering.
We have established relationships with other relevant professionals who can help you with services such as mortgages, protection, and
The Personal Finance Portal (PFP) provides a clear overview of your finances, so they can be managed and tracked in one place. It is like a personal digital filing cabinet where all of your financial records can be kept, and easily accessible whenever they are needed.
Our approach to fees is fair and transparent. We will always explain our fees in an uncomplicated manner and will agree them with you prior to commencement of any work.
We do not charge for an initial meeting but if you ask us to provide you with independent financial advice we will charge you for that advice. We will always agree the fees with you and put details in writing.
Before you become a client of Attivo Financial Planning, you will be given our Private Client Agreement which outlines our fees in detail and gives you a typical example.
Fees can either be settled with us directly, or in most cases, we can arrange for fees to be taken from your existing investment via the product or platform provider. This will be clearly shown on your valuation statements.