Estate Planning
You have worked all your life being careful and made shrewd decisions, accumulating your wealth.
Without careful consideration and planning these hard earned funds would be subject to inheritance tax.
There are legitimate means of inheritance tax planning.
We are here to help you make decisions about your wealth. Come in and see us at our Sandbach office or call us to make an appointment for us to come to you at your place of business or home across Cheshire or surrounding counties.
Estate Planning is not regulated by the Financial Conduct Authority.
Conrad James Independent Financial Advice Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Conrad James Independent Financial Advice Limited is entered on the FS register (www.fca.org.uk/register) under reference 752927.
Registered in England and Wales company registration number 08196015. Registered Office: 65 Middlewich Road, Sandbach, Cheshire, CW11 1HU.
The information contained within this website is subject to the UK regulatory regime and is therefore targeted to UK Based consumers.