| Lifetime gifting can help reduce the value of your estate for IHT purposes | Gifts should be carefully considered as they may not be reversible | Professional advice can help ensure gifting aligns with your long-term goals |
| Lifetime gifting can help reduce the value of your estate for IHT purposes | Gifts should be carefully considered as they may not be reversible | Professional advice can help ensure gifting aligns with your long-term goals |
The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
RetireInvest Limited is registered in England and Wales. Company Number 09916200. Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Tel: 0800 028 4040
RetireInvest Limited is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited are entered on the FCA register (https://register.fca.org.uk) under reference 440703 and 440718.
Estate Planning, Trusts, and Tax Planning advice is not regulated by the Financial Conduct Authority.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Approver Quilter Financial Services Limited June 2025
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Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
