From long working experience, we have developed a flexible approach to providing advice and support for Trustees and Charities in a wide range of circumstances.
These include inheritance (with related planning exercises), personal injury and vulnerable person situations – and charity Trustees with investment and beneficiary responsibilities.
The value of investments can fall as well as rise. You may get back less than you invested.
Tax Treatment varies according to individual circumstances and is subject to change.
Where appropriate, we will review obligations and requirements under the Trustee Act 2000 to ensure objectives, risk profile and maximised efficiencies are correctly aligned for the benefit of current and future beneficiaries.
In all circumstances for Trustees, changes to tax rates and rules, and the effects the changes can have on an existing investment profile, can be important factors that need appropriate consideration and review.
A free initial discussion is always available – we will be happy to see if we can be of help.
The Financial Conduct Authority does not regulate on Estate and Inheritance Tax Planning.
The value of pension and investments can fall as well as rise. You may get back less than you invested.
Cox & Company Financial Planning is a trading style of Lincox Ltd, which is an Appointed Representative of Quilter Financial Planning Solutions Ltd.
Quilter Financial Planning Solutions Ltd is authorised and regulated by the Financial ConductAuthority. Positive Solutions is a trading style of Quilter Financial Planning Solutions Ltd.
Lincox Ltd - Registered in England & Wales, No.09682478. Registered Office: 9 Stratfield Park, Elettra Avenue, Waterlooville,Hampshire, P07 7XN.