Inheritance Tax / Estate PlanningRetirement / Pensions / AnnuitiesSaving & InvestmentsMortgages & ProtectionTax Planning
Inheritance Tax (otherwise known as IHT) is a tax often payable on our world-wide assets (otherwise known as our Estate) when we die. The Estate is made up of all your global assets including Property, Savings, Investments, plus other things.
Our eventual retirement is something we should all look forward to and enjoy. Few people are fortunate enough not to have make provisions in this area. However, in reality the vast majority of us have to plan for that long awaited day, well in advance.
There are people who like to save money short term and others who like to invest over the medium to longer term. There are those who prefer not to take any risks with their money and others who are prepared to speculate with their capital.
Many people have a mortgage at some point during their lives, but how many of us consider whether or not the mortgage which we may have held for many years is still appropriate for our circumstances and the most cost effective. 
Although we are not qualified tax advisers ourselves, in the same way as an accountant, we are happy to give basic guidance as to how you could take a few simple steps to improve the tax position of your day to day affairs.
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DAG Financial Solutions Ltd is an appointed representative of pi financial Ltd, Company Number 3556277. pi financial Ltd is authorised and regulated by the Financial Conduct Authority. FCA 186419.
pi financial ltd is registered in England.  Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU.
DAG Financial Solutions Ltd  is registered in England.  Head Office registered address - 115 Hither Green Lane, Redditch, Worc's, B98 9BN, Company Number 08754718
In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint.

We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:
In writing: Write to The Compliance Director, pi financial ltd, Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU
By Telephone: +44 (0) 1743 282222,     By Email:

For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the
Financial Ombudsman Service ('FOS') at or by contacting them on 0800 023 4 567

The Money Advice Service (Financial Conduct Authority Consumer Information)
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