Step By Step Financial Services Ltd
Financial Services - Birmingham, England, United Kingdom
Step By Step Financial Services Ltd Employees
Step By Step Financial Services Ltd Senior Management
Step By Step Financial Services Ltd Details
Full range of Financial Services including:-Investment Planning including Investment Portfolio's for a wide range of client's including 'high net worth', 'ultra high net worth' and retired client's.Pension/Retirement Planning & At Retirement Advice including setting up of SIPP's, SSAS's, Personal Pensions & Stakeholder Pensions.At Retirement including Drawdown & Unsecured Pensions (USP).Inheritance Tax Planning (IHT)/Avoidance - assisting clients in the area of Inheritance Tax to help them plan for their Estate to avoid the payment of this unnecessary tax (which is 40% of your estate including your house/property).Placing Life Policies into Trust for the avoidance of IHT, Probate Issues and to ensure the proceeds are paid to the Intended Beneficiaries.Life Assurance, Critical Illness, Income Protection - Family Financial Planning.Business Protection including Key Person, Shareholder/Director Protection, Loan/Liability Protection.
