Legacy Planning
The optimal approach must be tailored to your wishes and timescales
Relieve
Planning for tax relief.
Trusts - Discretionary, Bare, Gift, Loan, Reversionary
Family Investment Companies
Business Relief investments
Insure
Decreasing 7 year gift exposure
End of life IHT exposure
Eligible Gift
Planned regular gifting from excess income
Order of gifting
Potentially Exempt Transfer
Chargeable lifetime transfer
Dominic Newland
Dominic Newland is an Independent Financial Adviser working under Intelligent Financial Advisory Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Registered office Intelligent House, 9 Midland Court, Central Park, Lutterworth, Leicestershire, LE17 4PN.
Firm FCA Reference: 669729
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dominic@i-fa.org.uk
07500 925 927
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