Step By Step Financial Services Ltd

Full range of Financial Services including- Investment Planning including Investment Portfolio's for a wide range of client's including 'high net worth','ultra high net worth' and retired client's. Pension/Retirement Planning & At Retirement Advice including setting up of SIPP's, SSAS's, Personal Pensions & Stakeholder Pensions. At Retirement including Drawdown & Unsecured Pensions (USP). Inheritance Tax Planning (IHT)/Avoidance - assisting clients in the area of Inheritance Tax to help them plan for their Estate to avoid the payment of this unnecessary tax (which is 40% of your estate including your house/property). Placing Life Policies into Trust for the avoidance of IHT, Probate Issues and to ensure the proceeds are paid to the Intended Beneficiaries. Life Assurance, Critical Illness, Income Protection - Family Financial Planning. Business Protection including Key Person, Shareholder/Director Protection, Loan/Liability Protection.