Our Wealth Planning Service can involve investing your capital, which places it at risk. Investment risk means that the value of your investments or any income can fluctuate and you may not get back some, or the entire amount invested. We recommend that you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
IHT rules of England & Wales are subject to change.
Investing puts your capital at risk. Lending is subject to status.