Hart Greaves News

Reducing Inheritance Tax Immediately – Discounted Gift Trust. (DGT)

By hartgreaves / 16th October 2014 / Comments Off on Reducing Inheritance Tax Immediately – Discounted Gift Trust. (DGT)

Who are they for? Anyone who wants to mitigate Inheritance tax. Example Mr and Mrs Smith are both in their mid 70’s. They have cash of £200,000  which they  will not need access to during their life time. However, they do want and need an income. The income has to be specified at the beginning. It […]

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Chartered Financial Planners

By hartgreaves / 19th January 2014 / Comments Off on Chartered Financial Planners

Hart Greaves IFA in Bath have been awarded ‘Chartered Financial Planners’ Status by the Chartered Insurance Institute (CII). The ‘Chartered Financial Planners’ designation means that we have satisfied rigorous criteria relating to professional qualifications, on-going professional development, ethical standards and good practice in our business. Having the ‘Chartered’ designation recognises professionalism at every level of […]

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