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

What Did Merle Know?.. July 31, 2024

What did Merle Know? - Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.

Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions. ...

Changes to Lifetime Allowance June 27, 2024

Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.

Fixed Rate or Index Linked Bonds May 16, 2024

Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry