A TIME OF GIFTING AND THINKING OF OTHERS
The Money Matters IFA contributors would like to wish clients, their families and all P&J readers a happy Christmas and prosperous time in 2020.
Contact an IFA below regarding the suitability and planning of these gifts:
- No Inheritance Tax (IHT) to pay on your death
- £250 at anytime
- A fully funded college education
- £3000 annual IHT gift
- Continuing income if you suffer long term ill health
- A desirable lifestyle on retirement
- The same lifestyle for them if you die
- Provide for college and retirement even if you die
- A Will, Power of Attorney and letters of wish to refer to on your death or incapacity
Next month’s topic is on ‘Client Review & Planning!’
Your Local to Highlands, Islands and Moray Contributors – Click to visit their website.