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Financial advice - Inheritance tax

Protect your loved ones from unexpected tax bills through effective inheritance tax planning.

Protect your loved ones from unexpected tax bills

Paying tax is an obligation for all of us, but no one wants to pay more than is required, and effective tax planning should be part of any robust financial plan. Even then, inheritance tax can catch some people unawares and could result in your estate’s beneficiaries receiving an unexpected tax bill after your death.

With our help, you can optimise your inheritance tax planning and make sure family and loved ones only need to pay the tax that’s required of them, nothing more. From giving financial gifts while you’re still alive to making effective use of tax allowances, pensions and trusts, we guide you through options that are appropriate to you and your circumstances.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you initially invested.

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The financial conduct authority does not regulate tax or estate planning.

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Wondering how our financial planning team could help you? Send us your name and a contact number, and we’ll give you a call back to arrange an initial consultation – an excellent opportunity to talk things through.

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