There are many insurance companies out there, all offering a myriad of packages at varying rates. At Astute Money Management, our team will assist in your financial planning in Bournemouth in regards to finding you the best options. You may be getting a raw deal with your current provider, so let us search the market on your behalf.
Inheritance Tax and Trusts
When it comes to inheritance tax and trusts, people often end up paying over the odds leaving them out of pocket. Our Bournemouth financial planning team can help you to devise clever strategies to ensure you pay the correct amount of tax. From advising you on appropriate investments to factoring in your access to assets, we will provide you with superb practical solutions.
On the subject of investments, this is an area in which we excel. From small commitments to large ventures we will ensure that you are aware of any issues that may be involved. Whether you simply require a one-off consultation or an on-going review, as the finest team for financial planning Bournemouth has to offer, we can help. Below we have listed just some of the areas in which we can help: