Levels and bases of, and reliefs from taxation are subject to change. Tax reliefs referred to are those currently applying and their value depends on the circumstances of the individual investor.

Independent Women (IW) is a trading style of Succession Wealth Management Ltd and Succession Financial Management Ltd.  Succession Wealth Management Ltd (Registered Number: 07882611) and Succession Financial Management Ltd (Registered Number: 04454027) are registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY and is owned by Succession Group Ltd .

Succession Group Limited is not authorised by the FCA to conduct any regulated activity in the UK. All advice is provided through subsidiary businesses which are all authorised and regulated by the Financial Conduct Authority.

You can check the above by visiting the FCA register (https://register.fca.org.uk/), alternatively you can call the FCA on 0300 500 8082.

The FCA does not regulate tax planning or lifetime cash flow planning and certain aspects of corporate services.

The Financial Conduct Authority is an independent body that regulates financial services in the UK.

If you have any queries about Succession Group’s governance arrangements, please contact:

Group Regulatory Officer, Succession Group, Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, Devon, PL6 8BY