Throughout this 45 minute session we will cover: - What is Inheritance Tax? - The importance of having a Will; - The rules of Intestacy. This session is educational and will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.
Schroders Personal Wealth is built on strong foundations. We benefit from 400 years of combined experience in investment management and banking offered by our two shareholders, Lloyds Banking Group and Schroders.
It’s our mission to help more people across the UK realise their dreams by unlocking the power of a personalised financial plan. To achieve this, our advisers are employed by us and share our values and commitment to clients. They don’t earn any commission on sales – they’re incentivised only for giving clear, objective advice, that helps clients reach their goals.
After all, money is simply fuel for the rocket, and what people really want is to use it to go somewhere. They have hopes, fears and dreams. Great financial planning helps them work out where they want to be and how to get there.
Our heritage may be 400 years old, but our approach is built for the future.