I am due to retire in a few months’ time, and I would like help on investing money to boost my pension and also advice on capital gains tax and inheritance tax. The Department for Work and Pensions just sends me literature I find difficult to understand. Where can I go for the correct advice on both legal and financial matters and on the intricacies of the DWP?
I suggest you make an appointment with a firm of solicitors that is regulated by the Law Society in the conduct of investment business. Many law firms these days have specialist advisors who can help with financial planning. Alternatively see a properly qualified and certified independent financial advisor.