Estate planning Archives - Crowood Financial Solutions

Patrick & Elisabeth’s estate planning

Through effective use of Trusts, we helped saved £140,000 from their Inheritance Tax bill, plus ongoing savings of £16,000 per year.

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Crowood FS is a trading name of Richard Hall, who is authorised and regulated by the Financial Conduct Authority, entered on the Financial Services Register https://register.fca.org.uk under Firm Reference Number 807261.

richard@crowoodfs.co.uk or telephone 01793 200 175. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.