Independent trusted inheritance advice
Get jargon-free expert advice to make sense of your finances and feel confident that your plans to pass wealth on to your loved ones, are fully optimised to reduce the impact of Inheritance Tax (IHT).
Work with our trusted advisers to take the first step towards the future you want for your family, after you're gone. Our simple, cost effective advice can help to optimise your IHT position, and ensure your loved ones inherit the benefits of your hard work.
Please note: The Financial Conduct Authority does not regulate advice on taxation.
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Supporting your inheritance goals
Taking the first step towards independent financial advice doesn’t need to be complicated. Complete the form to get in touch with one of our local financial consultants who will arrange a convenient time to discuss your inheritance plans, the goals you are looking to achieve and potential ways to reduce your Inheritance Tax (IHT). Find the right inheritance options to suit you, with our expert advisers.
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Inheritance Tax and pensions: what’s changing
From April 2027, the way Inheritance Tax (IHT) is calculated in the UK is due to change. Find out how unused pension savings will be included when working out the total value of someone’s estate.
Inheritance Tax: a simple breakdown
Inheritance Tax can be a complex area of estate planning, so our experts have broken down the key points in this quick and simple breakdown, covering everything from tax-free allowances and leaving money to a partner, to passing on your home and gifting.
Financial guidance for the road ahead
Our insights and guides cover everything from market updates to tax management, asset protection, investing, wealth management, retirement and inheritance planning. They are designed to give you a practical understanding of key financial topics and help you make confident financial decisions wherever you are in your journey.
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