Estate Planning

After you spend a lifetime saving your money, paying off your mortgage and creating wealth- a large proportion of it may be lost due to Inheritance Tax (IHT). This is wholly avoidable with some careful planning, both initially and on an ongoing basis. Let us help you find simple solutions to protect your money and ensure your legacy continues.

 
  • IHT Analysis and Scoping

  • IHT Friendly Investing

  • Legacy Planning

  • Whole Of Life Protection Policies

  • Trusts

  • Equity Release

Book a discovery call to so we can offer an initial assessment of your IHT liability, or call on 0207 082 5500


Investments can rise as well as fall, and you may get back less than you started with. Some aspects of inheritance tax planning are unregulated.

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