Estate Planning and Inheritance Tax

We can help you to decide how to pass on your wealth to the right people at the right time, in the most tax efficient manner.

There are a range of options to help reduce the potential tax liability on your death.

Investing a little time now means you can rest easy knowing your loved ones will not be faced with an unexpected bill on your death.

You might not think your estate is large enough to be liable for inheritance tax on your death but this is a common misconception, allow us to help you make sure.

The Financial Conduct Authority does not regulate tax advice.