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"Those who receive financial advice are on average £40,000 better off than those who don’t"
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Tax & IHT Planning
Legislation surrounding inheritance tax changes often. A Financial Advisor can help you avoid paying more than you need to on your estate.
There are a number of simple step you can take to take advantage of the law and reduce the amount of inheritance tax you'll pay.
A simple review maybe all that's required to assess or re-assess your estate's position.
No two private pensions are the same. Make sure your fund is not being eaten by charges or worse yet losing money.
A Financial Advisor will undertake a pension review by looking at your fund, chart its performance and investigate better options to give you the best pension advice.
When it comes to company & private pensions the faster you act the more you can earn.
Pension Advice UK
Retirement Pension Advice
The laws surrounding pensions changed in 2015. You can now withdraw funds held in your pension fund when you reach the age of 55.
These are not decisions to be taken lightly and it's always prudent to seek the appropriate pension advice before taking action on any private pensions that you may have.
There are numerous ways to make the most from this new legislation. A Financial Advisor can advise you on the ins and outs.
Equity release allows you access the equity (cash) tied up in your home if you are over the age of 55.
This can be helpful if you're ahead on payments and want some money to make repairs or maybe pay for an extension.
Releasing equity from your home is also a quick way to raise money in an emergency and can be significantly cheaper than taking out a loan.
While Financial Advisor Direct take every care in making their recommendation, any contract or agreement is between the selected financial advisor and the client. Financial Advisor Direct cannot be held liable for any failure on the part of either of the parties concerned. We provide access to both fully Independent Financial Advisors (IFAs) and Restricted Advisors and refer to both types of advisors as a 'Financial Advisor' throughout this website. Both types of advisors provide 100% unbiased financial advice. This means that in the event the advisor is unable to provide a better product then the advisor's recommendation would be to do nothing. Financial Advisor Direct is not authorised or regulated by the FCA.
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