Rose Financial Planning

Life Insurance

Trusts

Once you place assets in trust, they are no longer yours.

They are under the care of a trustee. A trustee is a bank, attorney or other entity for this purpose.

Since the assets are no longer yours, you don't have to pay income tax on any money made from the assets.

If you want to find out more about this area of business call us without delay.

Get a free non-obligatory consultation

Call David Now 0n 020 3327 2767

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Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

Buy to Lets and Commercial Finance are not usually regulated by the FCA.

Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority.

In respect of Wills and Lasting Powers of Attorneys Rose Financial Planning is an Appointed Representative of New Leaf (WWF) Ltd. Company number 7891401. Registered Address: 165 - 167 High Street, Rayleigh, Essex, SS6 7QA

Rose Financial Planning is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) Number 460421.

This website is aimed at UK residents.

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