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How gifting assets can help you to manage a potential Inheritance Tax bill on your wealth
After a year of record Inheritance Tax (IHT) receipts, it’s understandable that you might want to look for methods that … Continued
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After a year of record Inheritance Tax (IHT) receipts, it’s understandable that you might want to look for methods that … Continued
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Now that 2023 is well underway, it’s important to look forward to what you might be able to expect for … Continued
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We’re always on the lookout for ways to provide the most comprehensive service possible at Cordiner Wealth. That’s why we’ve … Continued
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Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct
Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762.
Registered address: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF
If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.
The value of investments and the income from them can go down as well as up, so you could get back less than you
invested. In the investment world, the past is not a reliable guide to the future.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore
restricted to consumers based in the UK.
Decisions should not be taken based solely on the content of the website and individual advice should be sought
first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect
the latest changes.
Cordiner Wealth is not responsible for the content of external links.
We understand that everyone has different needs. Which is why we want to let you know that we’re happy to meet clients both remotely and face-to-face, whichever is easiest for you.