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INHERITANCE Planning

Investment AdviserAre you concerned about what will happen to your estate on your death?

What Inheritance Tax, if any, would be payable? (previously known as “Death Tax”)

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?

We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.

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Tax treatment is based on individual circumstances and may be subject to change in the future.

Thistle Financial Planning Ltd is an appointed representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the FCA register www.fca.org.uk/register under reference 149826.

THE ADVICE AND / OR GUIDANCE CONTAINED WITHIN THIS SITE IS SUBJECT TO THE UK REGULATORY REGIME AND IS THEREFORE TARGETED AT CONSUMERS BASED IN THE UK.

Inheritance tax planning, trust planning and Wills are not regulated by the Financial Conduct Authority (FCA).

Registered address. Unit 3/11 Dalziel Building 7 Scott Street Motherwell ML1 1PN. Registered number. SC409286. Registered in Scotland.

For advice on any of the above, Contact Us now.

 

Contact Us

Thistle Financial Planning
Dalziel Building, Unit 3/11
7 Scott Street
Motherwell
ML1 1PN

Tel: 01698 337303
01698 337304

Fax: 01698 337331

Email:
info@thistlefinancialplanning.com

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