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.

Succession Independent Schools is a trading style of Succession Wealth Management Ltd, Succession Wealth Management Ltd (Registered Number: 07882611), is 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 wills, tax planning and trust advice 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

What To Do If You Have A Complaint

Our clients value the service we provide and often recommend us to others. In the unlikely event that a client is not satisfied they may register a complaint. All complaints are investigated in accordance with our internal complaints procedure (a copy is available on request) and the Financial Conduct Authority’s (FCA) rules on complaint handling. If our clients cannot settle their complaint with us, they may be entitled to refer it to the Financial Ombudsman Service (FOS) at Exchange Tower, London, E14 9SR, Tel: 0207 964 1000. Further information is available from their website www.financial-ombudsman.org.uk.

You may give us information about you by filling in forms on our site or by corresponding with us by phone, e-mail or otherwise.  This includes information you provide if you use our site, subscribe to our service, participate in discussion boards or other social media functions on our site, and when you report a problem with our site.  The information you give us may include your name, address, e-mail address and phone number. Please refer to our privacy notice for full details of how we process your personal data.