Yes. We use a range of strategies — such as gifting, trusts, and allowances — to help reduce the amount of inheritance tax payable on your estate. Our goal is to ensure more of your wealth is preserved for your loved ones and future generations.
Yes. We use a range of strategies — such as gifting, trusts, and allowances — to help reduce the amount of inheritance tax payable on your estate. Our goal is to ensure more of your wealth is preserved for your loved ones and future generations.
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7 Manchester Road, Warrington, England, WA1 3AB
Efinity Wealth Ltd is registered in England and Wales. Company number 15477028. Registered address 7 Manchester Road, Warrington, England, WA1 3AB
Efinity Wealth Ltd is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority. Efinity Wealth Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 1019478. Approver Quilter Financial Services Limited 14/01/2025. The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
The Financial Conduct Authority does not regulate Trusts, Estate Planning and Tax Planning including Inheritance Tax Planning.