Estate Planning

‘Now that I own my own home and have built up some savings, I’d like to be sure that I can leave as much as possible to my loved ones, but don’t want to burden them with a tax problem.’

Many people are unclear on their precise position when it comes to their estate and the likely Inheritance tax (IHT) bill which may be paid.

We can prepare a detailed calculation of your potential IHT liability and advise you on the most appropriate ways to deal with this issue – whether by reducing the potential bill or by making arrangements to provide for payment.

If you would like to ensure that your beneficiaries receive more from your estate than The Inland Revenue, then please contact us to explore these options.

The Financial Conduct Authority do not regulate estate planning.

Call us on 01903 882007 or

Important Information: The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

Call us now on 01903 882007

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