Expert advice
BBOWT has teamed up with independent financial advisers Ascot Lloyd.
In this video, BBOWT’s Estelle Bailey and Ascot Lloyd’s David Melloy discuss the importance of wealth planning to ensure you can enjoy your retirement years, leave your family a financial gift and include a donation to charity in your will.
Ascot Lloyd & BBOWT - leaving a legacy for nature (https://youtu.be/qF0DCoNm1pc)
Ascot Lloyd & BBOWT - leaving a legacy for nature
Your future. Your finances.
If you would like to talk to Ascot Lloyd about financial advice, please click below to submit an enquiry. Ascot Lloyd will donate 20% of your initial fee back to BBOWT upon becoming a client.
Did you know...
Any gift you leave to BBOWT is exempt from inheritance tax because we are a charity. If you leave over 10% of your estate to one or more charities, the inheritance tax on the remainder of your estate could reduce from 40% to 36%.
We recommend you get advice from your financial advisor for the latest guidance.
