Estate Preservation (Inheritance Tax Planning and Trusts)

Increasing home ownership and rising property values mean more of us are liable for inheritance tax (IHT). However, there are ways to ensure that the Chancellor does not become the main beneficiary of your estate!

We can show you simple steps to make sure your family and friends gain the most from your assets. Working with legal professionals, we can recommend effective solutions, including trusts, to help you protect your wealth for future generations.

As with most financial planning, the sooner you act the better. So to discuss your potential IHT liability and ways to avoid it, please contact us.

Liam combines a high degree of professionalism and effiency with a friendly, relaxed approach. I have not been with Liam long but nevertheless feel confident that he will continue to provide his expertise and committed support as my retirement looms over the horizon and I have many important financial decisions to make. N.C.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE


Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE


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