Estate preservation

Our services

With increasing home ownership and rising property values, more individuals are becoming liable for inheritance tax (IHT). However, there are proactive measures you can take to ensure that your estate benefits your loved ones rather than the Chancellor of the Exchequer.

We can guide you through simple steps to preserve more of your hard-earned assets for the benefit of your family and friends. We can recommend effective solutions, such as trusts, to safeguard your wealth for future generations.

Time is of the essence in financial planning, and the earlier you act, the better. To address your potential IHT liability and explore ways to mitigate it, please do not hesitate to get in touch. We are here to assist you in securing your legacy and ensuring your wealth benefits those you care about the most.

Client Reviews

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Liam Starley

APFS Chartered Financial Planner

Scott Moorhouse

Senior Financial Advisor