Inheritance Tax Review and Planning

Nearly £2.4bn is collected in Inheritance Tax annually. Some of this can be avoided by a timely review of wealth and the exposure to Inheritance Tax.

We will review your wealth and your will arrangements, and advise you of the present Inheritance Tax consequence. If this gives rise to an issue we will advise on ways of mitigating this. This may involve divesting yourself of assets, or in certain cases will still give you access to your assets to spend as you wish.

Please complete our contact form, we aim to reply to all enquiries in 24 hours. Alternatively, please call:

01865 361457

If you would prefer to contact us via e-mail, please complete our contact form below and we will reply to you at the next available opportunity.

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