Skip to content
Close

You have entered the pages of Perspective (East Anglia) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

Financial Planning for wealth preservation in later life including Inheritance Tax planning can be complex and require specialist knowledge.

We can help by:

  • Providing appropriate investment strategies, perhaps geared towards capital preservation rather than capital growth, to generate or increase income in a tax efficient way.
  • Implementing Inheritance Tax mitigation strategies whilst retaining sufficient assets to ensure a client’s own financial security. This could be achieved by utilising a wide range of trust and investment based approaches which are designed to meet both aims.
  • Arranging a client’s affairs so that their estate passes to their chosen beneficiaries in a tax and cost efficient way, without compromising financial security during their lifetime.
  • The Financial Conduct Authority does not regulate taxation and trust advice.

Registered in England and Wales No 1492223. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire. SK9 3ND
Perspective (East Anglia) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (East Anglia) Ltd is a subsidiary of Perspective Financial Group Ltd.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Delivered by