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

  • Double trouble at the top of Standard Life: Pension giant hit by savings exodus after mega-merger . Read more
  • Dairy Crest snapped up by Canadian giant Saputo in £975m deal . Read more
  • ABERFORTH SMALLER COMPANIES TRUST: Aiming for long term growth by investing in small UK firms. Read more
  • Sainsbury’s braced for boardroom shake-up under new chairman after merger debacle. Read more
  • Serious Fraud Office ditches high-profile probes into Glaxosmithkline and Rolls-Royce . Read more
  • MARKET REPORT: Metro Bank wins £120m grant to boost business despite accounts blunder . Read more