At Norfolk & Suffolk we are also able to provide clients with numerous complementary services relating to their financial planning.
We are able to advise on and recommend equity release plans for clients wanting to raise funds from equity in their property for capital expenditure or to produce income in retirement.
Our Financial Protection Planning Report provides clients with a detailed overview of their current financial position and protection arrangements, addressing any shortfall and show options for action.
Further to an initial meeting, our Financial Protection Planning Report will include an overview of your current financial situation and protection arrangements such as life, critical illness and income protection in accordance with your protection objectives and needs. Charged separately, this report will include advice, analysis and commentary on the suitability of your existing arrangements as well as our recommendations for addressing any shortfalls and your options for action.
Our advisers are also able to provide specific tax advice on, for example, inheritance tax and can provide an inheritance tax planning overview, which includes a report outlining the potential inheritance tax payable from an estate, as well as options available to reduce and mitigate this liability and to take advantage of all the reliefs available.
We are also able to advise businesses on workplace pensions, including setting up automatic enrolment schemes.
For details of our charges in respect of assisting our clients in these areas, please go to our “Our Charges”.