Inheritance Tax Planning

The Financial Services Team can provide advice on Inheritance Tax Planning, including using such products as Whole of Life Assurance Policies and Investment Bonds (both Onshore and Offshore) written under Trust. 

Inheritance Tax Planning should invariably be looked at in conjunction with your solicitor to ensure that the overall planning arrangements are effective and compatible and that opportunities are maximised.  We often work 'hand in hand' with our team of solicitors with a view to ensuring complete Inheritance Tax Planning; however we can also work with other firms of solicitors if you wish to remain with your current legal adviser.

As Independent Financial Advisers we are able to recommend suitable Inheritance Tax Planning products from a wide range across the market place.

Main Services

• Whole of Life Policies
• Onshore Investment Bonds under Trust
• Offshore Investment Bonds under Trust
• Gifts Inter-Vivos Policies

  Key Contacts 

Alan Goggin - 01206 217309
Colin Hyoms - 01245 453800
Michael Cracknell - 01245 453800
Nicola Ward  - 01206 217309

Click on a link below for further independent financial advice:

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