You’ve worked hard for your money, and you want to pass on as much as possible to the next generation.
At the same time, people are living longer and longer, and you don’t want to find that you’ve been so generous that there’s nothing left for you in old age.
We can help you work out your priorities, and explore the different ways of reducing your inheritance tax bill without compromising your security.
We understand that Inheritance Tax planning involves the whole of your family, and will take the time to help you work out what’s best for you and for future generations.
The Financial Conduct Authority does not regulate Inheritance Tax Advice.