Planning your legacy

Inheritance Tax is a complex subject, dependent on your circumstances and ever-changing rules, but we make everything clear. 

We will help you to ensure that your family is protected in the event of your death and our financial planners will advise you on how best to reduce the effects of Inheritance Tax (IHT) to make sure that your family and any other beneficiaries enjoy the best possible outcome. As part of our IHT planning, we can advise across a range of structures and investment options to meet your wealth legacy objectives. 

We can also advise you on how to establish trusts that can further help to optimise your IHT position.

Please note, tax benefits will depend on your personal tax position and rules are subject to change.

To find out more, download our free guide now.

Inheritance tax and estate planning guide

Inheritance tax and estate planning guide

IHT basics

The main exemptions and reliefs that can reduce IHT

Tax-efficient investments

How to shelter assets from IHT in just two years

Why you must make a will

The tax-planning opportunities available to you


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For further information or to schedule a meeting with one of our experienced advisers get in touch.

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