It is getting harder and harder to shelter your assets from the Government when you die, as the Inheritance Tax (IHT) thresholds have not changed since 2009. Continue
Trying to pass on as much as your wealth as possible to your children is getting harder and harder, due to the freezing of the IHT (Inheritance Tax) thresholds since 2009. Continue
An investment bond is a packaged investment offered by a life company as opposed to an investment company. They work differently to investment company package products (known as General Investment Accounts or GIAs). Continue
The number one factor in building a retirement or investment pot is investing regularly over the long-term and keeping it going until the day when you need to draw down on your investments or pension pot. Continue
Putting a trust in your Will to make sure your loved ones inherit something is a very good thing. We commonly see PPTs (Protective Property Trusts) in Wills but sometimes think a DT (Discretionary Trust) might be a better solution in many cases. Continue
Copyright of Browning Financial Planning Ltd. Registered office: Morar, Brooklands Lane, Torquay, TQ2 6PH. Telephone: 01803 60 67 66. Browning Financial Planning Limited, company number 8448809, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (607455). Will writing is not regulated by the FCA.
We provide services for clients in Torbay, Torquay, Paignton, Brixham and South Devon including Stokeinteignhead, Shaldon, Chelston, Paignton, Heathfield, Berry Pomeroy, Marldon, Totnes, Dawlish, Ipplepen, Goodrington, Hay Tor, Maidencombe, Kingskerswell, Broadsands, Blagdon, Torquay, Buckfastleigh, Brixham, Abbotskerswell, Newton Abbot, Plainmoor, Teignmouth, Bovey Tracey, St Marychurch, Shiphay and more!
