With the help on an adviser, you can cut through the complex issues and plan a brighter future with peace of mind for all. M&G Wealth Advice provides financial advice
The advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
With the Inheritance Tax threshold frozen at £325,000 until 2028, more of us could face an unplanned bill. If you’re smart and plan ahead, you could keep more or all of your legacy for your loved ones. Rates and thresholds could change in the future.
The way you build and take your pension will affect how you use it and pass it on. Our expert advisers could make sense of all your different pension pots, help you get the most out of them and ensure you can actually pass it on to who you want when you are gone.
Talking to an adviser about gifting could lay the foundations to help someone dear to you through the door of their first home – helping them in the here and now - and can protect them from losing out to the taxman later.
If you already have a financial adviser, speak to them first as they have knowledge and expertise to help decide what’s right for you.
If you don't have an adviser already, then we can put you in touch with one from our advice business M&G Wealth Advice. Over 89,000 customers already trust them with their money.
All fields are mandatory. Your details may only be used to arrange a financial review.