Estate Planning

Our Mission

Do you worry about who will benefit from your hard-earned wealth?

You spend your whole life working to be comfortable for you and your family to benefit from your hard work only to discover further taxes on death.

Inheritance Tax (IHT) is the tax that is paid on the value of your estate on death if it exceeds a certain value.

With attentive planning, IHT can be considerably reduced or even removed completely so that your loved ones receive as much of your legacy as possible.

There are various options available to reduce or remove your IHT and we will work with you and your family to reduce your liability where appropriate – planning can ensure that your money passes tax efficiently to the people you want, when you want both in your lifetime and beyond.

Types of Products

Factors to Consider.

Naturally, this is a complex area which requires careful planning and advice from professionals, including solicitors and accountants. We will work closely with your chosen advisers or can recommend professionals to appoint.

The FCA does not regulate tax planning

  • Gifting to reduce to value of your estate.

    Although this needs to be carefully managed so that you have sufficient money to live on.

The Wealth Management company you can trust.

Contact Us Today

Get a personal consultation.

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.