Without careful planning inheritance tax can have a substantial impact on what assets you can pass on to your family.

Fortunately there are a number of ways to mitigate inheritance tax with different solutions available to suit different priorities and situations.

We can help to explain the various options and strategies; from insurance solutions, lifetime gifting, the use of trusts and business property relief (BPR), all designed to protect your hard earned wealth.

It is also vital to ensure that your will is up to date, as there is little point in tax planning before succession planning has been addressed.

We will work with your legal advisers in creating IHT mitigation plans, or alternately we can help to recommend a solicitor who specialises in such areas.

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

Contact us today – we’d be delighted to help you and will provide a free initial consultation

View some of our Estate Planning Case Studies


Commercial Property Purchase


Group SIPP Buying Commercial Property