Bereavements
The death of a loved one can be a sad and demanding time, and we don’t want to add to that stress. To find out the process, please click on the link below, or contact us in the office.
ISA Death benefits
Since April 2015, money held within an ISA wrapper can be passed onto a spouse or civil partner, without losing any tax advantages.
Pension death benefits
How pension benefits are paid on deceased accounts vary depending on a range of factors.
