Tagged: wealth planning

Strategies and solutions

Provision in place to preserve and protect your assets

Failing to protect family wealth from Inheritance Tax could cost families thousands of pounds. However, there are various strategies and solutions to legally avoid paying this tax.

While some of us may want to spend it while we can, there will be others who want to pass on some of the wealth they’ve worked hard for. For these people, managing any Inheritance Tax liability is paramount, as is making sure the money they leave ends up with the right people at the right time.

Celebrating 20 Years In Business

1st Financial Foundations, Independent Financial Advisers Celebrates its 20th Anniversary in Milton Keynes

Located in Milton Keynes, Furzton Business Park. Yash Tosar our Founding Director had a vision to establish his own company after many years working in the industry as an Independent Financial Adviser. He started his career at Allied Dunbar over 30 years ago before joining partnership with the late Mike Miles and forming Accalon Associates. In the late 90’s Yash took over a franchise in Milton Keynes that was then known by The Millfield Partnership and in 2001 rebranded with a new team in place as 1st Financial Foundations.

Milton Keynes