Inheritance Tax.
Are you happy at the thought of the taxman having a chunk of your estate?
If not, let's talk.
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Mortgages.
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Your home may be repossessed if you do not keep up repayments on your mortgage.
Inheritance Tax Planning is not regulated by the Financial Services Authority
The value of investments and income from them may go down. You may not get back the original amount invested.
We do not usually charge mortgage broker fees, instead we are paid a commission by the lender (known as a procuration fee).
Alternatively, if you wish to pay a fee for our mortgage services, this would typically be £500, and we would refund any commission from the lender.
Should it be necessary to charge a fee this will be discussed and agreed with you at outset.