Inheritance & Wealth Management

Inheritance & Wealth ManagementDon’t let your good intentions fail due to lack of sound financial planning. We will assess the most suitable options and provide solutions for helping you to create wealth, then ensure your money works hard and is on track to deliver your goals by assisting you to protect your wealth so that when the time finally comes, and you wish to distribute your wealth, you can be sure that is passes to those you have chosen.

  • Inheritance Tax Planning
  • Estate Planning
  • Trusts

H M Revenue & Customs could become the single largest beneficiary of your estate without the right advice and strategic financial planning.

In addition to our core services, we can also provide additional services such as will-writing and accountancy services by introducing you to specialists, where we do not consider ourselves to be appropriately qualified or experienced.

The Financial Conduct Authority does not regulate some types of offshore investment.  Be aware that the value of your investment can go down as well as up and you may not get back your full investment amount.  The Financial Conduct Authority does not regulate will-writing, taxation and trust advice.

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Thomson McCallum Ltd, registered in Scotland No 382004, at Lower Ground Floor, 1 Woodside Place, Glasgow, G3 7QF is an Appointed Representative of Quilter Financial Ltd which is authorised and regulated by the Financial Conduct Authority, FCA number 497604.  Quilter Financial Ltd is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, Wiltshire SN1 5AH.

 

The information contained within this website is subject to UK financial regulations and is targeted at customers in the UK.