Inheritance Tax Financial Planning Advice Fees

Inheritance Tax is the only tax you can legally plan to mitigate for i.e.  plan to reduce its effect.  This section offers inheritance tax solutions for property and investments using deeds, wills and trusts for estate planning.  WE ONLY USE SOLUTIONS THAT ARE ACCEPTED BY HMRC/THE LAW as legitimate tax planning solutions and are part of most investment company and financial advisers 'off the shelf' solutions.  There are NO 'obscure', untested schemes that are trying to hide something or 'hit the headlines' for tax evasion.

When you see this: = guidance notes/videos in the quotation form to help you complete your fee quotation.

Prefer Life Insurance in Trust to cover inheritance tax liabilities on death? See Protect & Insure.


Explore our Site

Money MOT
T and C