Financial Planning

Financial Planning

A full financial planning service for those clients who wish to have the very best, technical and professional advice

Inheritance Tax and Estate Planning

Inheritance tax (IHT) and estate planning are complex and often emotive subjects that go well beyond just taxation. They combine increasing one’s own financial security with the needs and dynamics of the family and potential beneficiaries.

Inheritance Tax in 60 Seconds



Over the last 20 years we have built our business on the principles of delivering high standards of excellence and innovative services to our clients, in a personal way. Achieving the best outcomes for clients and being seen as a trusted adviser are our key goals.

We recognise that as our clients’ needs evolve, we should be ready to deliver services that meet their requirements and, to this end, we constantly invest in our consultancy team to ensure they have the skills and knowledge to help clients achieve their financial goals.

Our aim is to:

  • Understand your objectives in your financial plan
  • Help you better understand allowances and how to use them
  • Identify the extent of your IHT liability
  • Make recommendations to mitigate your exposure to IHT
  • Develop your estate planning strategy to your changing needs
We consider a number of solutions in doing this, including:

  • Will planning and power of attorney
  • Lifetime gifting
  • Life cover
  • The appropriate use of trusts and lump sum arrangements

  • The plan which is right for you may include many, or none of these, but it is important for us to understand your goals and aspirations, so that these are met. We believe that in delivering a wider wealth management service to you, we can help build and protect your wealth for the generations to come, and deliver value in the process.

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