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The latest news and updates
14 Dec 2011
Funeral plans- a practical and sensible thing to do
One’s own funeral would hardly rank among the most appealing topic of conversation for the vast majority of us... it is surely vital that we plan for the inevitable and so spare our loved ones the financial and emotional stress of arranging a funeral.
30 Jan 2011
Paying Education or Care fees tax effectively.
Any client who is paying any money toward educational costs (for their child or their spouse’s child) or for care fees (for any relative) could be better off exploring a trust option to make the payment, as once earmarked under a trust they will take the money outside of their own Estate for IHT purposes.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK.
Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.
Otus Financial Ltd. registered in England and Wales company registration number 7540565.
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