Thank You for Your Enquiry…

We want first and foremost to help you understand the inheritance tax space, both the value of the advice and the common pitfalls. At least then you can be sure you are making an informed decision when choosing the most suitable options.

Step 1: Call to Run Through Your Options

One of our Inheritance Tax experts will call you shortly to run through both your current circumstances and the issues you are facing. This might be:

• How to pass assets down to your loved ones tax-efficiently
• How to invest in assets that don’t attract inheritance tax to future-proof your portfolio
• Securing assets with appropriate trusts to ringfence them outside of your estate
• Protecting your legacy and your loved ones with inheritance tax insurance.

Step 2: Our Recommendations…

After an initial call to better understand your situation we should be in a position to work through some examples of things you can do given your circumstances to help mitigate your inheritance tax bill or otherwise leave a larger legacy for your loved ones.

Your Report…

Once we have compiled all the information we can set about putting a document together detailing our recommendations.

With this information to hand you should be in a good position to make an informed decision as to how you would like to move forward.