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Devizes
Fully regulated financial planner and investment adviser. We offer a holistic and full financial planning service covering for all areas of financial advice. This includes mortgages, investment planning, Inheritance tax planning, protection and more sophisticated areas such as Venture Capital Trusts and Enterprise Investment schemes for diversified investment planning and IHT mitigation.
Devizes
Award-winning Independent Financial Adviser, specializing in Pensions and Investments. Regularly assist clients with Inheritance Tax planning and have recent experience advising business owners when selling a company and aiming to reduce their Capital Gains and Income Tax liabilities. Advising clients in the following areas: 1 – Pension planning – reduce corporation tax and / or income tax liability through making Pension contributions.