The Business Bulletin
Inheritance tax – that seven-year rule – what it’s all about?
Tim Mullock Adept Asset Solutions The core of what Adept Asset Solutions does is about family. Tim started the company in 2013 to make estate planning local and straightforward. He has been helping people manage their wealth and estates for thirty years and reached the point where he knew he could help people more effectively on his own. When growing up, Tim’s uncle introduced him to the exciting world of stocks and shares. It gave him a passion for helping money grow and why wealth management was critical. He loves
Have you started thinking about estate
knowing his clients have peace of mind,
planning? Let’s hope you have. If the answer’s
will stay in their family for generations to
‘no’, then today is as good a time as any. And there’s no better way to start than by looking at the famous ‘seven-year rule.
knowing their wealth is protected and come. 07523 952252 tim@adeptassetsolutions.co.uk adeptassetsolutions.co.uk
Issue 17 – Finance | 25
