Wednesday, August 21, 2019 – 09:15
YOUR WINDOW ON FINANCIAL MATTERS
INSIDE THIS ISSUE
- Trusts – not just the preserve of the rich and famous
- Gifting money for a deposit – what you need to know
- Transfers of wealth – who gets what?
- Inheritance tax – frequently-asked questions
- Beware of scammers impersonating HMRC
- Worryingly, 68% of retirees don’t take advice
Download the PDF here:
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.