
Whether you need advice on tax planning, investments, pensions, planning for long term care or reducing inheritance tax liability, we offer professional independent advice. Our qualified and experienced financial advisors can take care of all your requirements.
From helping you get the most from your investments and pensions and ensuring the level of risk you take is right for you, to protecting your estate for your children and putting the right plan in place should you need long term care, either by self-funding the cost or long-term care annuities, we provide solutions based on your individual requirements and based on years of experience advising clients.
From helping you get the most from your investments and pensions and ensuring the level of risk you take is right for you, to protecting your estate for your children and putting the right plan in place should you need long term care, either by self-funding the cost or long-term care annuities, we provide solutions based on your individual requirements and based on years of experience advising clients.
Services
Pensions
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Pensions can be a complex area, right from selecting the best one to build up your retirement funds to deciding how to draw income when you retire. At Ingard IFM, we can help to demystify every step of this process. We offer professional and clear advice on retirement schemes and the options that are available to provide you the income you want, and the features and flexibility you need.
Investments
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At Ingard IFM, we can help you make the right investment choices for your target growth and/or income. Whether you're looking for advice on placing money into an investment for growth or income, or need help selecting the right funds for your existing investments get in touch with us.
At Ingard IFM, we can provide professional advice on the different investment vehicles that are right for you, including onshore and offshore bonds, ISAs, OEICs or unit trusts.We can also help you identify assets qualifying for Business Property Relief.
At Ingard IFM, we can provide professional advice on the different investment vehicles that are right for you, including onshore and offshore bonds, ISAs, OEICs or unit trusts.We can also help you identify assets qualifying for Business Property Relief.
Inheritance Tax
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Need expert consultation and assistance reducing the tax paid by your beneficiaries on your death? At Ingard IFM, we can provide a free consultation in the comfort of your own home or can arrange a meeting in a convenient location for you to outline your options. If you're looking for professional advice on various aspects of inheritance tax, feel free to contact us for a free no obligation consultation.
Long Term Care
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At Ingard IFM, we can advise you on how to fund the costs of long-term care and provide complete assistance on choosing the right way for you. Call us today. We offer free initial consultations at a location to suit you. We offer expert independent advice on ways to self-fund from assets or use long-term care annuities, and how to structure your assets so that they should not be so quickly depleted by care costs.
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