Inheritance Tax & Estate Planning advice


The payment of tax is essential in helping provide the services on which we depend. Nevertheless, there are many legal and ethical ways to ensure that you don’t pay more tax than you need to.

Tax has become an increasingly complex area and it is easy to miss out on opportunities to make savings. Our tax planning advice can help you with ways to minimise what you pay, including:

  • Building a managed portfolio of investments.
  • Considering in whose name any investments should be held.


Bespoke Inheritance Tax Planning (IHT) advice

The freedoms we enjoy in modern day Britain include the opportunity to arrange your financial affairs to benefit family, friends or good causes – we doubt the exchequer is on your list for a legacy.

The starting point is to have a clear understanding of how much you’re worth, if this is likely to rise or fall in the future, and what options are available to you today and over the long term.

An unexpected Inheritance Tax bill can cost your loved ones hundreds of thousands of pounds and may require the forced sale of your family home and other assets – an added stress at an already difficult time.

The good news is that there are ways to legally avoid large IHT liabilities. With proper Inheritance Tax planning and thinking ahead you can leave your beneficiaries as much of your estate as possible.

Tax is a complex area, so it’s best to get specialist advice. Our independent advisers are qualified and experienced so can help you structure your affairs to minimise your liabilities.

We will sit down with you and gather all of the information needed to determine the opportunities you have to save tax, as well as helping you avoid common mistakes. To do this effectively we often liaise with your accountant. You will also benefit from an annual review, to ensure that we take account of any changes in your personal circumstances.

Get in touch today to find out how we can help you minimise your tax liabilities.

Do note the following:

Inheritance tax planning is not regulated by the Financial Conduct Authority.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Contact us today to book your initial consultation