Inheritance Tax Planning
Inheritance has become a hot topic amongst politicians in recent years. It is one that we ignore at our peril. Without the right inheritance tax provisions the Government could benefit more from your life’s work than your family. That’s why it is important to work out what you may be liable for on death - and then talk to an independent expert on how best to balance things in your favour.
Estate planning is not regulated by the Financial Conduct Authority.
For many people, estate planning is pushed to the bottom of the ‘do later’ list, like tax returns. Estate planning is also a subject that requires you to contemplate your own demise and none of us expect to pass away tomorrow, so deferral easily sets in. However, before then there is always the possibility that death will come suddenly, through an accident or previously unnoticed medical condition.
Investment planning is now more of a science, rather than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?
Good communication and response to queries
Ian, over quite a number of years now, has coordinated my pension plans and finalised a reasonable result. Polestar provide good communication and response to queries.