Death and taxes are inevitable events in one’s life. At Anglia Financial we help our clients to preserve their wealth and reduce their tax, whilst living, through ensuring usage of all allowances provided by HMRC; select the most tax efficient investment vehicles; set up trusts and recommend Wills are drawn. Whether you simply have your bricks and mortar to consider or a large portfolio of assets Anglia Financial can help you to make sure your assets work for you and your beneficiaries. We can work in partnership with your solicitors and/or accountants to produce a holistic package to ensure every base is covered: we can even bring in tax specialists to provide bespoke advice for those clients with ‘significant’ portfolios and/or requiring complex tax planning solutions.

• You may be concerned about how you can protect your assets should you need to go into care
• You may want to ensure your beneficiaries pay the minimum or no tax on your death, or, even simpler, you wish to pay less tax whilst you are alive
• Your children or grandchildren need access to capital from your estate and you want to know the most efficient way to facilitate this
• You may simply have no idea of what the consequences of your financial planning to date has on your tax efficiency and wealth preservation and want to review it with an independent adviser…

To find out more simply email us at mail@angliafinancial.com and one of our independent consultant will contact you to discuss your particular case.

Please also review ‘How we are paid’ link in connection with our services.