Giving you understanding, guidance & confidence…

Watch the video →

Learn how Swindells Financial Planning can help solve your unique financial challenges.

About Us →

Common Q&A’s for our typical clients.

Building Your Wealth

  • Achieve your financial goals
  • Plan for your retirement
  • Manage your wealth

Thinking Of Retirement

  • Anticipating retirement
  • Retiring now & exploring options
  • Asset management in retirement

Your Wealth In Retirement

  • Maintaining Financial Independence
  • Managing Family Wealth
  • Inheritance Tax Planning

At Swindells Financial Planning we understand everyone is different, and our advice process reflects this.

Our Advice Process →

Enter your email to receive free relevant news and updates.

* indicates required

*We will never share your details with any third party.

Latest… View all

UK Fund Management Review

In November the Financial Conduct Authority (FCA) released its latest review and this time it has focused UK Fund Management industry practices and how these can impact customers; i.e. you and me. The report is not good reading for the industry and some commentators are urging the FCA to take further action against the morally […]

Read more →

Business Property Relief

One potential solution, or as part of a wider strategy for mitigating inheritance tax, can be to use Business Property Relief (BPR). This is an HMRC tax relief that has been in the main stream of tax planning since the 1970s, now in its 40th year. Business Property Relief investment strategies BPR was established for […]

Read more →

Inheritance Tax Planning where a Power of Attorney is in place

Where a lasting power of attorney is in place many people think that nothing can be done with regards to planning for inheritance tax mitigation, mainly because the ability to make gifts is very limited without approval from the Court of Protection.  In many circumstances it is the Court of Protection’s view that giving away […]

Read more →

Inheritance Tax: what can you do about it

Inheritance Tax (IHT) is affecting more and more families nowadays and we’re often asked what can be done to avoid the taxman receiving thousands of pounds, rather than the family. There are several things you can do to reduce the impact of IHT and here is a list of some of them. 1. Make a […]

Read more →