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Your Client Relationship Manager will discuss all aspects of your financial situation. If you have particular requirements they can arrange a meeting with one of our in-house Specialist Advisers who can provide general advice on tax, retirement planning and estate planning. Normally, we would not charge for in-house services.
To support those clients with more complex affairs, we offer access to accountants' and solicitors' services through our partner firms, often at discounted rates.
To cater for your short-term needs, we also offer competitive cash deposit accounts and access to an execution only share dealing service.
Tax Return Service
Inscape has established links with selected professional firms to offer a range of tax services to Inscape's clients. The service is designed to be as flexible as possible to suit your needs and circumstances.
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Portfolio Review Service
If you already have an existing portfolio of shares, bonds, or collective investments (unit trusts, investment trusts etc), we offer a review service that is designed to help you understand your current holdings.
Estate Planning
Inscape is committed to helping you to reduce your exposure to inheritance tax. Our Specialists will be happy to discuss simple and not so simple strategies that may assist in reducing your exposure to this tax.
Retirement Planning Service
Planning your retirement is one of the most important financial decisions you will make. The range of options available to you can be bewildering. Inscape's Retirement Planning Service aims to help you understand what you've got, and assist you in achieving your retirement goals.
Why not contact us to find out more about everything we offer?
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