Estate Planning

Tax is one of the certainties in life, but why pay more than is necessary?


Sound financial planning combined with an effective Will can legally reduce or avoid inheritance tax altogether. Therefore it is essential that you get good financial advice re your estate planning needs to help you reduce your exposure.

Estate planning is not regulated by the FCA.

We work with our clients and other professionals such as Solicitors and Accountants everyday to find solutions to the IHT burden that do not then impose restraints on the day to day finances.

If you are worried about inheritance tax, or just want the facts, talk to us.

Return to Services

Latest News

  • Joining the billionaires investing in the space race could put some rocket fuel into your portfolio. Read more
  • RBS braced for battle over boss Ross McEwan's £350,000 pension. Read more
  • Unilever among firms flouting prompt payment rules. Read more
  • Bidders diving in for Thomas Cook talks as it works with company 'doctors' to fix its finances. Read more
  • Brexit move by Standard Life Assurance sparks fury . Read more
  • Owner of scandal-hit mental healthcare giant The Priory Group to test market for a £1billion sale . Read more