Continually evolving legislation means that financial planning for clients continues to grow in complexity. Advisers need to absorb new information, compare it against the existing legislation and then apply their understanding to clients.
Our Financial Planning Team is a dedicated team of specialists who deal with financial planning relating to UK resident individuals, businesses and trusts including:
- The major taxes – income, capital gains, inheritance and corporation tax
- Trusts – trustee investment and estate planning
- Pension Planning – Personal & Employer sponsored, accumulation, decumulation & transfers
- National Insurance
- Offshore investment
- Life policy taxation
Technical zone
Access a wealth of technical support, including insight into the technical, legal and taxation aspects underlying sound financial planning.
Techtalk
A monthly e-magazine with in-depth articles and reviews covering:
- key financial planning commentaries
- news items
- responses to topical questions
Contact us
- The Financial Planning Helpdesk contact details and opening hours.
To find out more about our service, contact your Scottish Widows Account Manager.
