Having a comprehensive and up to date financial strategy and plan in place helps to ensure that your assets go to the right people at the right time.
An effective plan not only protects your family’s wealth, but could also reduce Inheritance Tax, probate fees and other related costs.
At Next Chapter we will create a financial plan that records your objectives and values while making sure the distribution of wealth around your family incorporates these requirements, using a range of tax structures available to us.
During our review service we will make sure this plan continues to fulfil your requirements as well as being adaptable to make sure your legacy is preserved for the future generations of your family.
Next Chapter Financial Planning Limited is authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under reference 912906. Our registered office address is The Old Forge, 3 Packman Lane, Kirk Ella, Hull, HU10 7TH. Registered in England and Wales, Company Number 12075452. The information contained in this website should not be looked upon as advice or recommendation. Clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed / investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website - financial-ombudsman.org.uk. The Next Chapter Financial Planning Limited website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. Investors who are resident in or citizens of countries other than the UK may be subject to local restrictions.