Product Description

We act as one central point for legal, financial and tax advice to put in place the right plans which eliminate Inheritance Tax. Our goal is to ensure that assets remain in your family bloodline using bespoke Wills and Trusts.

We offer individual solutions which meet specific needs and wishes of our clients. Taking our advice is usually more cost-effective over the long term than just taking out an insurance policy. Specialising in assets valued over £1.5 million helps us understand Inheritance Tax and Estate planning better than a generalist adviser.