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Inheritance Tax and Estate Planning

As wealth has increased over the years and tax thresholds have not increased, more and more individuals could be subject to Inheritance Tax charge of 40% on their estate that is passed on to their heirs.
It is important to have an effective plan in place so that your loved ones can make the most of your assets, wealth and property which you have accumulated throughout your lifetime. Having an effective financial plan in place will ensure that we will not only be looking at the money and income you require throughout your lifetime, but making sure that those you love receive the reward they should from your estate without any fear of the taxation implications.
We can help you to assess your individual situation, before devising a robust Financial Plan ensuring you and your family have the financial peace of mind you deserve.

Book a discovery meeting today to find out how we can help you protect your estate from Inheritance Tax.

Important Information – The Financial Conduct Authority does not regulate taxation, trust advice and estate planning.

Book a discovery meeting

Our service begins with a Discovery meeting where one of our Wealth Planners will understand your needs, discuss our services and explore how we can help you achieve your goals.

How can we help?

Get in touch with our team to find out how we can provide you with financial peace of mind.