We are happy to review with clients their Retirement Strategy including evaluating their existing plans and provisions. We also specialise in advising on Estate Planning and Inheritance Tax mitigation. This begins with an appraisal of the amount of tax an estate might currently potentially incur. There could be some very simple steps that can be taken to reduce the bill for most people affected by Inheritance Tax.
The levels and bases of taxation, and relief from taxation, can change at any time and are dependent on individual circumstances.
Barnes Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Barnes Wealth Management is a trading name of Nick Barnes Wealth Management Ltd.
I have used Alex with some investments for my children. Ensuring they have a helping hand for their future is so important to me. Alex spent time explaining this process to us and we both felt that investing in Alex and Barnes Wealth Management was the way to go. Thank you so much Alex.