London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial

Write A Will!

You can find our notes here.

Similarly, here is a link to our more general IHT notes.

If you need an incentive to write your Will it is Will Aid month.   Will Aid is only really suitable for basic Wills (due to the very low level of donation required) but you can do some good and write a Will at the same time.  To find out more, here is an update from Will Aid themselves.

As ever if you need any help from us to decide who to give money to or to provide your advisers with an asset assessment for inheritance tax purposes then do please email or call us on our usual numbers.

News

The latest news from Swallow Financial Planning and the financial industry

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...

Investment Bulletin July 2023 July 7, 2023

It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry