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ESTATE AND INHERITANCE TAX PLANNING

Protect your wealth in your lifetime and for future generations

Estate Planning is not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.

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What is important to you?

We know that passing your wealth down to your family is important to you. If you have planned your finances in such a way that you can leave an inheritance for your loved ones, then you don’t want to leave them with a large inheritance tax bill. You want expert inheritance tax planning.

How we can help you

We offer expert inheritance tax planning in Nottingham, London and Kenilworth. Our advisers will advise you on how to maximise the wealth that you are able to pass on to the next generation. As well as planning for the future you also need to make sure your current financial security is maintained and how the value of any assets will change over time. We will take a comprehensive view of estate and inheritance tax planning so that all of these important issues are factored into your plan.

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Protect your wealth in your lifetime and for future generations

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We will help you to understand the wide variety of inheritance tax solutions that are available and the options to maintain ongoing control of your assets and related income during your own lifetime.

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Protect your property investment portfolio from inheritance tax

If you own property, and those investments are already held within a company, then we can advise on succession planning and how to protect the shares from inheritance tax. For property investments not held by a company, we can advise on the advantages of transferring them to a corporate entity.

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Ensure you have an up to date Will that protects your wealth

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Everyone knows that they should have a Will, not everyone knows that once made it should be regularly reviewed to adapt to changes in personal circumstances as well as alterations to tax and other legislative changes. We will ensure you have a well-constructed Will, usually a very good first step towards reducing inheritance tax.

Live the life you want

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See what our clients say about how we have helped them

What’s your next step?

We offer all prospective clients an initial discovery meeting with one of our financial advisers at our expense, to see if we can be of help to you.

Book your meeting to discuss your inheritance tax planning today.

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  • "Both my adviser and the client service team have done a first class job. Very fast and efficient. Their care and attention made me feel I was their only client Well done"

  • "10 out of ten, excellent service from start to finish and more like a friend than client , many thanks"

  • "Very helpful. Easy to understand and contact. Thanks for your help!"