The Wesleyan Podcast provides tips and information for Doctors, Dentists and Teachers to help with their personal and commercial finances, as well as the latest news about us. This podcast is for information only and does not constitute financial advice. To book an appointment with a Wesleyan Financial Services Adviser go to www.wesleyan.co.uk Please note past performance is not a reliable guide to future performance and the value of your investment and income can go down as well as up, so you could get back less than you invested. Capital at risk. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Episodes
Wednesday Mar 13, 2024
67 - Estate planning, with Wesleyan Financial Services
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
This episode, by Wesleyan Financial Services, covers what happens to your estate when you die.
It covers everything from from inheritance tax to working out what will happen to your practice or business
This podcast is for information only and doesn’t constitute financial advice. To talk to a Wesleyan Financial Services Specialist Financial Adviser go to www.wesleyan.co.uk.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Please bear in mind that advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority. Tax treatment
depends on individual circumstances and may be subject to change in the future.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.