Over the last 20 years, Alan Boswell & Company Ltd (ABCO), based in Norwich, Norfolk, has become one of the largest regional independent financial advisers in the country, and carries out all financial planning activity within the Alan Boswell Group.
Our specialist teams provide a wide range of clients with financial advice on investments, pensions and other key financial areas. Furthermore, our philosophy mirrors that of the Group; we work to maintain long-term trusted relationships between our clients and our high calibre, qualified independent financial advisers – all supported by our teams of efficient and professional staff.
Making a gift to your family when you are still alive is an effective way of passing on your wealth that needn’t be confusing, as John Whitehead, Managing Director of Alan Boswell Financial Planning, explains.
Recent research conducted by Alan Boswell Group has revealed that more than half of over-50s are unaware of the current rate of Inheritance Tax.