PLANNING YOUR ESTATE

There is no need to pay excessive inheritance tax.

With prior planning you can reduce, or even mitigate altogether, any potential liability.

Estate planning is a specialist area but we can help you protect the wealth you have worked hard to accumulate so it is there for your beneficiaries not the taxman.

The Financial Conduct Authority does not regulate taxation and trust advice and also will writing.

Estate planning seminars

We provide a series of free seminars to help people make better informed decisions for their estate planning. To register for one of our forthcoming events click here.

Download our guide to estate planning

Book an appointment

Book a free, initial consultation with one of our most highly qualified
and experienced independent advisers in the UK.