We are based in London, Cornwall, Plymouth, South West and South East
London: 0203 4093002 Penzance: 01736 360740 Plymouth: 01752 875874
The Autumn Budget Statement 2024 has introduced a significant shift in tax policy, with future pension funds now being subject to Inheritance Tax (IHT).
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London: 25 Bedford Square, London, WC1B 3HH
Head Office: Trevear House, The Old Court House, Alverton Terrace, Penzance, Cornwall, TR18 4GH
Plymouth
Tel: 01736 360740 Fax: 01736 363751 Email: info@elite-wealthmanagement.co.uk
Elite Wealth Management is authorised and regulated by the Financial Conduct Authority no: 496442
and is bound by its rules.
Registered Office: Trevear House, The Old Court House, Alverton Terrace, Penzance, Cornwall, TR18 4GH
Will writing is not regulated by the Financial Conduct Authority.
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