Families

Your family is an important part of the reasons why you work and save.  

We can help you set up tax-efficient savings for younger members of your family, tying this in to your inheritance tax planning as necessary.

More and more families have complicated circumstances; we can help you take account of this to produce the right outcome in your inheritance tax planning, and when deciding how best to use your pension savings.

The Financial Conduct Authority does not regulate Tax Advice.

Celia Mason Wealth Management Ltd, registered office 1 Hemley Hall Cottages, Hemley, Woodbridge IP12 4QF.  Registered in England and Wales, Number 9707061.  

Celia Mason Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.  Celia Mason Wealth Management Ltd is entered on the Financial Services Register under reference 717310.

The information contained in this website is subject to the UK Regulatory regime and is therefore restricted to customers based in the UK.

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