We believe we are able to give better advice by working together as a team. We feed ideas off each other and assure your best practice and ensure continuity should an advisor become unable to work.
We also believe that you should have a designated point of contact and a single advisor as your primary contact. We also believe each adviser should be allocated administrator who can better understand your requirements as they focus on you.
To enable the two above requirements, we have structured two teams.
Please click the left icon to be directed to Alun Davies and James Randall’s team, and click the right icon to be directed to Trevor Doe and James Healey’s team.
Prism Wealth
Prism Wealth Management Ltd is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.
Prism Wealth Management LTD is entered on the FCA register (https://register.fca.org.uk) under reference 1042389.
Prism Wealth (Hertford)
Prism Wealth (Hertford) Ltd is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.
Prism Wealth (Hertford) LTD is entered on the FCA register (https://register.fca.org.uk) under reference 1036490.
Find pension contact details
Use this service to find contact details to search for a lost pension. You can find contact details for:
• your own workplace or personal pension scheme
• someone else’s scheme if you have their permission
This service will not tell you whether you have a pension, or what its value is. You need the name of an employer or a pension provider to use this service.
This inheritance tax tool is designed to provide a basic guide and cannot be relied upon. For a true and accurate assessment of your IHT and planning options, we recommend that you contact one of our advisers to discuss further.
Estate value
Outstanding debt
Results
Summary of estate
| Item | Value |
|---|---|
| Estate value | |
| Main residence | 0 |
| Other properties | 0 |
| Cash | 0 |
| Investments | 0 |
| Defined contribution pension | 0 |
| Death in service | 0 |
| Other personal possessions | 0 |
| Business | 0 |
| Life cover | 0 |
| Gifts | 0 |
| Outstanding debt | |
| Main residence mortgage | 0 |
| Other mortgages | 0 |
| Loans/Credit cards | 0 |
| Estate value total | 0 |
| Outstanding debt total | 0 |
| Estate total | 0 |
Your IHT calculation
| Item | Pre-April 2027 | Post-April 2027 |
|---|---|---|
| Nil Rate Band | 0 | 0 |
| Residential Nil Rate Band | 0 | 0 |
| IHT Rate | 40% | 40% |
| Taxable estate | 0 | 0 |