Tax and estate planning ensures you keep more of your wealth during your lifetime and pass it on efficiently to your loved ones. Without proper planning, your estate may face unnecessary tax liabilities, including significant inheritance tax, which could reduce what your family receives. We help you structure your finances to mitigate inheritance tax, protect your assets, and create a legacy that reflects your wishes — giving you peace of mind that your wealth is preserved for future generations.

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.

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.

A trust is a legal arrangement that allows you to protect assets and control how they are used by future generations. Trusts can be a highly effective tool for inheritance tax planning, safeguarding family wealth, and providing for children or vulnerable relatives. We’ll help you decide if a trust is right for your situation.

Absolutely. Gifting can be a powerful way to reduce the value of your estate for inheritance tax purposes while supporting your loved ones now. We’ll guide you on the rules, allowances, and potential implications, ensuring gifts are made in a way that’s both generous and tax efficient.

Yes. We are authorised by the Financial Conduct Authority (FCA) for financial advice and work with trusted legal and tax professionals when specialist advice is required, ensuring your plan is fully compliant, effective, and designed to mitigate inheritance tax wherever possible.