IHT and Estate Planning Guide

A brochure to provide an introduction on gifting, allocating pension benefits and Inheritance Tax planning.

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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

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The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.