Anyone who wants to make the most of their wealth. It’s particularly valuable for business owners, high earners, and those with property, investments, or inheritance concerns. Even if you think your estate isn’t large, planning ahead can reduce your inheritance tax exposure and protect your assets for your family’s future.
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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.
