Inheritance Planning

“In this world nothing can be certain, except taxes and death” (Benjamin Franklin)


Although we cannot stop the latter, planning your finances for later life is important, especially where you wish to maximise the value that is passed to your beneficiaries.

Our advisers work with you to understand your current financial position and tax bill. They will also get to know who you wish to benefit from your estate and how you may want this controlled.

From this, we can produce a tailored plan to help meet your objectives and save the taxman from being the biggest beneficiary of your estate.

As independent financial advisers we have a wide range of products and services we can employ to meet your objectives. We can advise on:

  • How to maximise your gift and exemption allowances
  • The order of your estate for inheritance tax calculations
  • Setting up trusts
  • Business Relief investments

We also work closely with several legal and accounting professionals who can advise alongside our advice.


The value of investments can go down as well as up. You could get back less than you originally invest. It is important to seek independent financial advice before taking our any savings or investment product so that the relevant risks can be highlighted to you.