Keep hold of more of your hard-earned money and leave behind a valuable legacy for the benefit of the next generation of your family.
Get in touchUnderstanding the rules about passing on wealth is a key concern for many people, whatever stage of later life they’re at. Our experts can help clear up any confusion you may have and put in place the plans you need to achieve your desired outcome.
Our financial planners Richard and Bharat have been advising since 2006, and over the years they’ve helped hundreds of clients just like you with their issues and fears about Inheritance Tax. Together, they’ve enabled people to truly enjoy their retirement, free from doubt about what will happen to their estate.
Choose us, and we’ll make the complex simple, explaining everything in plain English every step of the way. Contact us today to get started.
The first step to minimising your Inheritance Tax bill is understanding how much you have and what plans you have for your estate.
Together, we’ll produce an overview of your finances, your family situation, and your objectives. Then we’ll help you to put the right arrangements in place to ensure you don’t pay more tax than necessary.
There are several ways to reduce your Inheritance Tax bill, including gifts and pensions, but trusts are a common choice for many. The trick is ensuring they’re right for your circumstances.
We’ll take the time to really understand what wealth you have and make sure the right people can benefit from it, to give you total peace of mind.
Restricted advisers can only recommend financial solutions from certain providers. This typically includes banks and building societies, who’ll only recommend their own products.
Independent financial advisers have access to the whole of the market. This means they can present you with a wider range of options for preserving your wealth.
Our financial planners Richard and Bharat both have qualifications from the Society of Trust and Estate Practitioners (STEP), a globally recognised professional body for later life advisers.
Richard and Bharat also hold specialist certifications from the London Institute of Banking and Finance. You’re in safe hands with our expert team.
The Financial Conduct Authority does not regulate trusts, estate planning and tax advice.
Taking control of your financial future is easy with our simple three-step process. With our expert guidance all the way, you’ll get a clearer picture of your position and how to better it.
To get started, we’ll look at where you’re at and where you want to be in future in four key areas: family, lifestyle, career, and property.
You’ll be presented with and talked through a comprehensive financial plan, detailing the steps you need to take to make your dreams a reality.
Give us the go-ahead and we’ll put your plan in action, keeping you informed of progress at every stage so that you have nothing to worry about.
Whatever you need support with, we’re here to help.
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