
Estate and Tax Planning
Protect your clients’ legacy
Your clients can reduce inheritance tax liabilities and pass on assets as they wish with a sound financial planning strategy.
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Help maximise what clients pass on
Your clients’ investment strategies can significantly affect their exposure to inheritance tax (IHT). So when investing on their behalf, we comprehensively review their assets and succession planning objectives for their estates. -
A bespoke service
We design specific inheritance tax-efficient plans for your client’s needs, combining an array of investment options such as trusts, life assurance, offshore bonds, Business Property Relief and gifting.
Find out more

Chris Aitken
Head of Financial Planning
If you’d like to know more about Estate and Tax Planning, give me a call complete our contact form.
Find out more

Chris Aitken
Head of Financial Planning
If you have any questions about how Estate and Tax Planning can help you, give me a call or complete our contact form.
Useful downloads
Estate Planning brochure
Retirement Planning brochure
Family Matters brochure