Five ways to save on Inheritance Tax
Posted in Financial Planning, Financial Advice (+1 more), on 13.07.20 ReadWe recently collaborated with Goody Burrett LLP to present a free Q&A webinar about wills, inheritance tax (IHT), probate and...
Updated July 2021
We would like to start by wishing good health for you and your loved ones. During this time, we have remained focused on the needs of our clients and we are working hard to maintain our service to you through the continued COVID-19 Coronavirus outbreak.
The rapid spread of the COVID-19 Coronavirus has major implications for families and businesses in the UK and therefore we want to update you as to the actions we have taken to protect the interests of all our clients as well as those of our staff.
Updated plan
When the virus outbreak began to the take effect in the UK, we drew up a continuity plan to ensure that we could continue to protect our clients’ interests. As you would expect, we have continually checked the advice published by Public Health England and the Government to ensure our staff are kept up to date on what has been a rapidly developing situation.
Now that the lockdown restrictions have been lifted in England, we are pleased to once again be able to offer our clients face to face meetings. The safety of you and our team remains paramount however, some restrictions will still remain in place, including social distancing where possible.
The welfare of our clients and staff
Our team remains fully operational and should you prefer meetings by telephone, Skype, MS Teams or Zoom – all will continue to be available to ensure your needs are fully met. Most importantly, we would like to reiterate that we are committed to working with you.
If you have any questions that have not been covered here, please do not hesitate to contact us.
The Directors
If you would like to know more about us and how we as Financial Advisers can help you manage your financial affairs visit our home page: Home Page or send us email at: email@fiduciawealth.co.uk
The information contained in our website is for guidance only and does not constitute advice which should be sought before taking any action. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly, no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occurred in connection with the content hereof and any such action. Professional financial advice is recommended for every case.
Fiducia is a multi award-winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk
Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.
Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA No. 408210
Watch the Fiducia YouTube channel for our Economic and Market updates.
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