Everything you own in excess of £300,000 may be subject to 40% inheritance tax – its not right and its not fair.
We can help to preserve your wealth with proper estate planning for your loved ones and future generations.

Our Estate planning team, headed up by a member of the highly respected Society of Trust and Estate Practitioners can help you preserve your wealth, and ensure it goes to those you decide.

Our simple wills start from £99, and you can even start the process online here by downloading and completing our Wills Questionnaire and posting it in to our office. Click Here to open the questionnaire, or right click the link and Save As to store locally on your computer.

You will need Adobe Reader to view the wills questionnaire. If you need to download it click on the link below.

If you think you would have to pay inheritance tax, and many more of us face this tax due to house price rises, you may need a fully tailored solution. Working alongside Independant Financial Advisors, Accountants and Stockbrokers we can help preserve your wealth for future generations.

Give us a call on 0800 160 10 10 for a chat , or to arrange an appointment.