Don’t leave it to chance

Many people want a smart and efficient way to pass on their wealth. Put simply, they are concerned about how much of their money will get lost in inheritance tax and want to know that their loved ones are going to benefit, not the tax man. In this guide, you’ll learn about the different ways to pass on your wealth effectively, from using your tax allowances, to making financial gifts now. We’ll also show you how our financial planners can help you to get it right.

Over £325k in assets, in addition to property? Download this guide to:

• Find out how to pay less inheritance tax
• Read about the best ways to make financial gifts and give the people who matter to you a financial head start
• See how much you can afford to give away or spend

Book an appointment with one of our team, this first call will only take around 15 minutes where we can discuss your inheritance planning with you. If you would then like to look into your options further we can arrange that with one of our qualified financial advisers.