LC Financial Services is a company you can trust for rock solid financial advice. LC Financial Services' is a trading style of Liam Crumlish who is an appointed representative of Quilter Financial Services and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.
In Quilter PLC we have a partner that shares our strategy of creating a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value.The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. We are always striving to deliver to clients' Pension, Investment, and Savings objectives and we pride ourselves on being a Financial Service that clients can trust.
Holder of the Finance Diploma for Financial Advisers (DipFA). At LC Financial Services we have a wide range of financial planning services for a variety of different clients including individuals, limited companies or partnerships, and company directors.
In Quilter PLC we have a partner that shares our strategy of creating a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value.The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. We are always striving to deliver to clients' Pension, Investment, and Savings objectives and we pride ourselves on being a Financial Service that clients can trust.
Holder of the Finance Diploma for Financial Advisers (DipFA). At LC Financial Services we have a wide range of financial planning services for a variety of different clients including individuals, limited companies or partnerships, and company directors.
Services
Whether you have retired already or are simply planning for retirement contact LC Financial Services.
Legislation relating to pensions can often be complex and confusing and many people can benefit from clear, impartial pensions advice and guidance.
With State Pension Provision regularly changing and the goalposts constantly shifting it's little wonder that many people worry about whether existing provisions will be sufficient to maintain their standard of living.
More and more people are taking control over their own pension plans and the tax benefits associated with pension contributions should not be ignored.
Legislation relating to pensions can often be complex and confusing and many people can benefit from clear, impartial pensions advice and guidance.
With State Pension Provision regularly changing and the goalposts constantly shifting it's little wonder that many people worry about whether existing provisions will be sufficient to maintain their standard of living.
More and more people are taking control over their own pension plans and the tax benefits associated with pension contributions should not be ignored.
Whether you are investing capital for yourself or on behalf your company, there are a multitude of options and scenarios that can can often be difficult to understand.
For example there are a number of different options when deciding exactly what type of investment you want.
These could include whether to invest in the UK or overseas, offshore or onshore, whether to invest a lump sum or start a savings plan, whether to go for a commercial investment such as property or whether to invest in an ISA or investment bond or trust.
For example there are a number of different options when deciding exactly what type of investment you want.
These could include whether to invest in the UK or overseas, offshore or onshore, whether to invest a lump sum or start a savings plan, whether to go for a commercial investment such as property or whether to invest in an ISA or investment bond or trust.
There are a number of ways to reduce or minimise your Inheritance Tax liability and we can help you with effective inheritance tax planning.
Inheritance Tax is paid if a person's estate (their property, money and possessions) is worth more than 325,000 when they die.
This is called the 'Inheritance Tax threshold'.
The current Inheritance Tax rate is 40% on anything above the threshold.
If 10% or more of the estate is left to charity this rate may be reduced to 36%.
Usually the 'executor' of the will or the 'administrator' of the estate pays Inheritance Tax using funds from the estate.
Inheritance Tax is paid if a person's estate (their property, money and possessions) is worth more than 325,000 when they die.
This is called the 'Inheritance Tax threshold'.
The current Inheritance Tax rate is 40% on anything above the threshold.
If 10% or more of the estate is left to charity this rate may be reduced to 36%.
Usually the 'executor' of the will or the 'administrator' of the estate pays Inheritance Tax using funds from the estate.
It is important for everyone to have sufficient financial protection, both personal and corporate protection.
In case of an event such as a bereavement, serious illness, unemployment or incapacity, you want the peace of mind that comes with knowing yourself and your loved ones are covered financially.
We have the expertise to guide you on getting the most suitable Life Protection & Critical Illness Cover for you.
We can help you to identify the best financial protection options whether it's for a small business or a large corporation.
In case of an event such as a bereavement, serious illness, unemployment or incapacity, you want the peace of mind that comes with knowing yourself and your loved ones are covered financially.
We have the expertise to guide you on getting the most suitable Life Protection & Critical Illness Cover for you.
We can help you to identify the best financial protection options whether it's for a small business or a large corporation.
We believe that as well as serving our customers, we have a social responsibility to the wider community too.
Besides actively encouraging our people to get involved in supporting charitable activities, the Foundation chooses to support one main charity each year.
For 2015-19, the chosen charity is the Dallaglio Foundation - a truly outstanding charity set up by the former England rugby star that exists to nurture and develop the essential skills of marginalised young people.
By increasing their sense of worth, self-confidence and self-esteem, the Dallaglio Foundation works to empower these young people to make better life choices.
Besides actively encouraging our people to get involved in supporting charitable activities, the Foundation chooses to support one main charity each year.
For 2015-19, the chosen charity is the Dallaglio Foundation - a truly outstanding charity set up by the former England rugby star that exists to nurture and develop the essential skills of marginalised young people.
By increasing their sense of worth, self-confidence and self-esteem, the Dallaglio Foundation works to empower these young people to make better life choices.
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