Inheritance Tax Help

Inheritance Tax Knowledge Centre

We help families throughout the UK pass their wealth from one generation to the next. Our aim was to create a resource of guides, tools and faqs to help individuals interested in managing their wealth ensure as much of it can be passed to their loved ones as possible.

Other Recent Articles

How do gifts inter vivos work?

An explanation of how gift inter vivos insurance policies can be used to protect gifts/potentially exempt transfers (PETs) from inheritance tax liability  

The rules for IHT-exempt gifts

An expert guide to the rules for IHT exempt gifts in the UK and the best ways to make use of them  
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Our Services
A summary of the core services we provide for our clients, if you need some assistance then please do not hesitate to call us on 0208 432 7333 or email

Pensions Advice

Whether you're currently saving for retirement, about to retire or already in retirement, our expert pension advisers can help you maximise your retirement assets.

income drawdown

Investment Advice

Whether you're financial goals, we'll find the ideal combination of investments for your needs whilst maintaining an appropriate level of risk for you.

investment funds
on/offshore bonds
venture capital trusts

Tax Advice

Whatever your circumstances, our advisers are able to advise on how best to optimise your tax position to help reduce the impact of taxation on your hard-earned savings.

inheritance tax
capital gains tax
various other tax relief

Insurance Advice

Enjoy the peace of mind that comes from knowing you've protected what's most important in life. Our specialist insurance advisers are on hand to help

life insurance
income protection
critical illness