We spend a lifetime building our wealth.
How you pass it on after your death can become of greatest importance.
It’s not just about passing on your wealth though. It should be about enjoying your life now and ensuring your wealth supports you and as much as is possible managing or reducing your Inheritance Tax bill.
Our independent financial planners will work with you to discover the most effective way to protect your assets for you to pass them on to those you love.
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PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority,
FCA number: 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc
Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. Company Number 04298592.
Your home may be repossessed if you do not keep up repayments on a mortgage
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Will Writing and Some forms of Estate and tax planning are not regulated by the Financial Conduct Authority
Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future return