Inheritance Tax Planning

We can provide advice on inheritance tax planning/mitigation such as writing life policies or investments in trust. We often liaise with the client’s accountant/solicitor. We recommend that everyone should have an up to date Will, and that a Power of Attorney is in place.

Mortgages/Equity Release/Long Term Care Planning

We are not authorised to advise on these areas but will be pleased to refer you to an independent adviser.

Download Guide to Inheritance Tax

Download Guide to New Pension Freedoms July August 2015

Further information: