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General

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

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Applied Wealth Management Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Applied Wealth Management Ltd is entered on the FCA register (www.FCA.org.uk) under no. 1053749.

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Applied Wealth Management Ltd is registered in England & Wales no. 17039310. Registered Office at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ.

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: Financial Ombudsman Service

Please see all of our important documents here:

Best Execution Policy
Client Classification
Conflicts of Interest Policy
Your Guide to Making a Complaint
Mortgage and Protection Agreement
Personal Client Agreement

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