Advice on Inheritance Tax

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 touch

Clarity when it matters most

Understanding 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.

Your questions, answered

How can you help me to reduce the amount of Inheritance Tax I pay?

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.

Will all my money be tied up in trusts that my family can’t access?

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.

What’s the difference between independent and restricted financial advice?

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.

What are your credentials for providing Inheritance Tax support?

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.

What clients say

Tudor Franklin gives us reassurance that our money is being looked after.

Alan & Cheryl

Talking to Tudor Franklin has been really reassuring.

Claire & Gavin

Tudor Franklin has given us confidence for the future.”

Jenny & David

Tudor Franklin makes us feel confident and relaxed.

Robert & Tina

Tudor Franklin makes us feel very happy and secure.

Annette & Jim

We feel safe and secure with Tudor Franklin.

Namita & Ranjit

How it works

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.

Your life

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.

Your future

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.

Your solution

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.

Mandy Johnson
Mandy Johnson
Highly recommend for easy to understand, sound advice in an area we know very little about
Graham Bowler
Graham Bowler
Richard at Tudor Franklin has always given good financial advice to us over a number of years. He is reliable and friendly and so therefore I have no hesitation in recommending his services.
Sue Dorey
Sue Dorey
Brilliant, friendly service from Richard Meats. He takes lots of time to listen to your personal circumstances and views and then to find the best investment options. He then patiently explains each option in a language you can understand.
Alison Fraser
Alison Fraser
Bharat has been my financial advisor for several years and I can't recommend him highly enough. He is friendly, reliable and takes time to explain concepts in an understandable way.
I contacted Tudor Franklin for pension advice following an search. Bharat responded the same day to my enquiry and following an initial conversation, I made an appointment for a pension review. Bharat took the time to understand my situation and explained things very clearly. He put me at ease and it was very easy to speak with him. From working through all the information together, he was able to reassure me and suggested additional things I may wish to think about. I would highly recommend Bharat and will not hesitate to contact him again.
Bhavik Patel
Bhavik Patel
I have been dealing with Bharat for my financial matters for years and trust his professional advice and friendly approach and his ability to communicate in a clear and concise way. Would recommend his company for all your financial needs.
I would recommend these wholeheartedly. I dealt with Bharat before he started this business with Richard and the advice of Inheritance tax planning is superb and we are on the way to saving a lot of tax. These people are not pushy salesmen but advisers who give you teh facts ad let you decide.Very well qualified in their profession.
London C
London C
Richard gave me some excellent advice particularly on investments and pensionions. Definitely worth speaking to.