This episode is the fifth part of a series on our 7 Concepts of Financial Planning.
The takeaway: In what form are the assets that make up your wealth held and does this reflect your needs, attitudes and preferences.
How your assets are held and managed will determine the cost to you, the tax you pay, the level of risk/volatility you experience and the returns you achieve.
Join our Managing Director, Mark Brown, as he discusses this concept with Director and Independent Financial Planner, Neil Clarke.
Visit our website for more content: https://lffinancialplanning.co.uk/
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
