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 £325,000, (£650,000 as a married couple) at the time of your death, you need to consider the potential impact of IHT on your family.
As a privately owned business ourselves, we understand the challenges of owning and running your own business, the significant commitment, time and energy it takes. It is a big part of what defines who you are and could be the biggest asset you own, so you naturally want to look after it.
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 up front, 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.
You can either settle the fees directly with us, 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.