How can we help?
Inheritance Tax Planning is a key part of our financial services. With a clear
idea of the value of your estate – and how that value is spread across property
and other assets such as savings and investments – we can help you develop an
effective inheritance tax strategy that’s tailored to you and your family.
Your strategy may include insurance to provide IHT protection – or investments and
trusts that shelter cash from being included in your estate for tax purposes. Whatever
approach you decide to take, we’ll search the entire financial market to find the best
possible solutions for you. And because our services are independent and fee based,
you can rest assured that all the recommendations we make will be unbiased and in
your best interests, not ours.