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) ahead of 6 April 2026.
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
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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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.
A guide to inheritance tax and gifting
Find how you can take active steps to lessen your inheritance tax (IHT burden, by making gifts during your lifetime. In this guide, our experts provide an overview to help you understand IHT, and some of the measures you can take to help to mitigate it.
Generational and legacy planning
What will your legacy look like? Find out how Inheritance Tax (IHT) doesn’t only affect the very wealthy, and why legacy planning has become more important for many families in recent years.
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.