Investments

How has the Credit Crunch affected you ... (read more)

 

Mortgage
Looking to move or remortgage then ... (read more)

 

Retirement Planning

No pension or concerned about your retirement income ... (read more)

 

Protection

Protecting yourself, your family, or your business ... (read more)

 

Estate Planning

The popular Discounted Gift Trust is still available... (read more)

 

 

Charity News

BH Presents Cheque

Brian Harding Presents £5000 from the Openwork Foundation

Charity Cycle Challenge

Back In the saddle for the 2013 Challenge

Phillipines Charity

Openwork charity fund to help build a new school for the children of the dumpsite in Manilla

Estate Planning

Introduction | Inheritance Tax | Trusts | Wills

 

Introduction

Why pay tax to the Government if you don't have to?

You may think estate planning is only for the wealthy but adding up the value of your assets can be an eye-opening experience.  By the time you account for your home, investments, retirement savings and life insurance policies, you may find your estate falls into the 40% Inheritance Tax bracket.  Even if your estate is not likely to be subject to Inheritance Tax, estate planning may be needed for other reasons.

Croydon Financial Services can provide guidance and advice to help ensure you take advantage of the options open to you.  We will assess your personal and financial circumstances, together with the details about your estate before recommending an appropriate course of action.

Complete the Enquiry Form and we will contact you.
Alternatively call our office on 020 8681 3229 .

 

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.