Personal Financial Planning Services

These may include:

 

  • Estate planning – As this will typically require the involvement of a client’s tax and/or legal adviser, we will normally restrict our services to broking a specific life assurance based solution in the market such as a term or whole of life insurance policy to provide a death benefit sufficient to meet [inheritance tax] [death duties].  We always strongly recommend that clients’ should seek advice on any proposed insurance based solution from their tax and/or legal advisers.
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  • Long term care (‘LTC’) – There are a number of available solutions to assist clients’ plan for meeting the costs of LTC and this can be a specialist area of advice that may require legal involvement as it may involve utilising the equity within a property to release funds.
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  • School fees planning – We can assist with designing an investment programme to help fund school/university fees.
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  • Mortgage advice – We can assist with obtaining appropriate mortgage terms from the market and facilitating placement with the lender.

 

 

 

LEARN MORE ABOUT PERSONAL FINANCIAL PLANNING SERVICES

 

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IN2MATRIX OFFICES WORLDWIDE

In2Matrix (UK) Limited is a trading style of In2Planning Limited, registered in Scotland, registration number No SC181076. Registered office - 36 Church Street, Inverness, IV1 1EH.

Authorised and regulated by the Financial Conduct Authority. FCA 456198