Our
aim is to bring a sensible strategy and organisation to individual
finances both during life and after death.
Lifetime Advice
Tax
•
Advice
and strategy to tackle
Income Tax
Capital Gains Tax
Inheritance Tax
• Advice
on tax issues relating to investment products
Investment
and Family
•
Review
of current finances
• Review
and advice on strategy for income in retirement
• General
advice on investing and gifting for children
• General
advice on Trusts and Will planning
After Death Advice
Probate
•
Full
Probate work (including accompanying the Executor(s) to the
Probate Office to swear the Oath)
• Support
for Executors carrying out own Probate
• Inheritance
Tax commentary on Estate matters including consideration
of Deeds of Variation
• Tax
Returns as required (carried out by Blythe & Co)
• Advising
beneficiaries
Although
Blythe Financial Ltd offers Independent Financial Advice and
is registered by the Financial Services Authority
•
We
do not arrange product purchase
• We
do not monitor product performance
• We
do not publish Market Reports
Where
appropriate:
•
We
introduce to Intermediaries known to us for investment
implementation and monitoring work
• We
introduce to Solicitors for Trusts and Wills work
• We
offer commentary and second opinions on advice of others
Income Tax