Bluetree Financial Services Ltd Logo

WE ARE HERE TO HELP

 CORONA VIRUS UPDATE - Mortgage Payment Holidays

 We can help with information and contact details or reference details for your lender. You will need to contact your lender directly to set this up but your adviser will be happy to discuss your situation. Contact Us

 For up to date news on Lenders:

Lender Latest on Payment Holidays 20.03.2020.docx

 Latest Update from your adviser:

CORONA VIRUS LATEST UPDATE FROM YOUR ADVISER.docx

 

 

 

 

Facebook_48.png Twitter_48.png Linkedin_48.png

Natwest Finalist Award

WE ARE HERE TO HELP

CORONA VIRUS UPDATE

Protection Policy Claims

If you are uncertain about whether your policy will pay out in relation to COVID-19 or a related affect, please contact your adviser. Contact Us

Please don’t stop paying your premiums as this is likely to invalidate your cover and could mean you miss out – talk to us first to see what the options might be.   Contact Us

General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.


Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

This document contains a short explanation of Capital Gains Tax, the allowances available in the 2019/20 tax year, and how you can use it in your year end tax planning.

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.