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Wealth Management
Pre Retirement
In Retirement
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Estate Planning
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Head Office:
119 George V Avenue
Worthing
West Sussex
BN11 5SA

Tel: 01903 527000
Fax: 01903 505512

Estate Planning


A choice can be made as to how much money you want your estate to receive and how much money you want the Government to receive in Inheritance Tax.

file cabinet Financial furniture available:

Investments held within trusts
Trusts (stand alone)
Enduring Power of Attorney
Discretionary Will Trusts
Whole of Life Assurance
Gift Inter Vivos Insurance

 


Independent Options is a trading style of @Options Ltd, which is authorised and regulated by the Financial Services Authority. @Options Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 440552.