Being independent allows us to work on YOUR BEHALF!!
Are you concerned what will happen to your estate on your death?
What Inheritance tax, if any, would be payable? (previously known as
"Death Tax").
Would you like to gift monies to grandchildren or set up a Life Insurance
Trust for beneficiaries?
Are you concerned what would happen if you required long term care. How
would you pay nursing home fees?
We can provide you with the appropriate advice and guidance to help safeguard
your estate for your family, and ensure your wishes are taken care of.
Back to Our Services
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Keith Roberts (Tutbury) LTD (T/A Keith Roberts IFA) is authorised and
regulated by the Financial Services Authority and is entered on the FSA
register (www.fsa.gov.uk) under reference 457380.
The FSA do not regulate some forms of Inheritance Tax Planning.
For advice on any of the above, Contact Us
now.
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