Inheritance Planning

Are you concerned what will happen to your estate in the event of your death?

What Inheritance Tax, if any, would be payable?

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

We can provide you with advice and guidance to help safeguard your estate for your family and ensure your wishes are taken care of.

For those of you whose estates fall into the Inheritance Tax trap we can offer you specialist independent financial advice which can provide you with tax mitigation strategies to reduce your tax liability.

Advice in relation to Inheritance Tax Planning is not regulated by the Financial Conduct Authority. However, the products used to mitigate tax may be regulated.