Inheritance & Estate Planning

The Financial Conduct Authority does not regulate advice on Estate Planning or Inheritance Tax Planning.

Inheritance tax is often referred to as a voluntary tax as there are many ways available to either mitigate or avoid the tax.

It is a complex area with numerous rules, allowances and thresholds and we strongly recommend that you get advice in this area. Everybody’s circumstances could be different and advice can help try and minimise or eliminate the potential tax due on death.

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate Wills or Estate Planning.

Information regarding taxation levels are based on our current understanding of HMRC legislation and regulations. Any levels and bases of, and reliefs from taxation are dependent on your own individual circumstances and are subject to change.

Make an Enquiry

    We take your Privacy Seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 2018 and General Data Protection Regulations ‘GDPR’. By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form. For further information on how we treat your personal information, please view our Privacy Notice.

    Arrange a Free Initial Consultation

    To arrange your free initial consultation simply use one of our online enquiry forms or contact us directly.

    Menu