Inheritance Planning: What about Pensions? The Coronavirus pandemic has allowed many of us time to ponder how our wealth can be passed down through the generations. At TPO we have seen an upsurge in the requirement for advice on the Financial Planning needs and tax efficient ways of passing cash; pensions; investments and other assets to children and/or grandchildren.
The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 900 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth.
The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market.
As a firm of Chartered Financial Planners The Private Office is recognised by the Chartered Insurance Institute (CII) as acting with the highest level of merit, integrity and capability, with a commitment to ethical practice and with their clients’ best interests at the heart of their corporate culture.