Tax planning is not regulated by the Prudential Regulation Authority or the Financial Conduct Authority. IHT rules of England & Wales which are subject to change.
Our Wealth Planning service can involve investing your capital which places it at risk. Investment risk means the value of your investments or any income can fluctuate and you may not get back some or all of the amount invested. We recommend our clients seek professional tax advice to understand their personal liability for investment income and/or gains. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.