Your clients can reduce inheritance tax liabilities and pass on assets as they wish with a sound financial planning strategy.
Help maximise what clients pass onYour 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 serviceWe 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.
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Estate Planning brochure PDF 638.16 KB
Retirement Planning brochure PDF 588.88 KB