Don’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.
Your capital is at risk. The value of your investments (and any income from them) 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, Estate Planning, Inheritance Tax Planning and trust advice.
Will writing is not part of the Lyncombe Consultants Ltd offering and is offered in our own right. Lyncombe Consultants Ltd accept no responsibility for this aspect of our business.