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Making sure that you can pass on your wealth to the right people, at the right time, will be one of the most valuable things you can do for you and your family. Tax legislation and allowances are constantly evolving, so it is essential to review your financial and investment arrangements to ensure unexpected tax bills won’t jeopardise any wealth intended for your family.

What Can We Do For You?

Overlooking tax implications such as Inheritance Tax could impact your family for generations, we are therefore advocates of sound independent financial planning so that you can legitimately reduce your tax burden, leading to more money going to your chosen beneficiaries instead of the government.

We will look at your whole estate and provide you with effective strategies that reduce your inheritance tax liability when you die by taking advantage of trust arrangements, considering alternative investment solutions or utilising gifting schemes so you can be assured that your wealth can be passed on to your family and future generations.

The Financial Conduct Authority does not regulate on Estate Planning and Tax Planning.



There often comes a time in life when we think about the inevitable and passing on money to our family. Inheritance planning requires careful consideration, to make the most of your hard earned wealth.

We’ve written this guide to cover 7 of the most important things to consider when you’re thinking about passing on your wealth. Successful inheritance planning means thinking about all areas and making clear decisions designed to satisfy your overall financial goals in life.



Inheritance Guide
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