Paying inheritance tax is no longer something that only the rich need to worry about. Many people living in the south now have an estate valued above the threshold for tax, and the limit changes every April.
With a little careful planning and a well-drafted will, you can arrange your finances to ensure that your loved ones benefit, rather than the taxman.
It is crucial to plan what will happen to the pennies that you have saved and earned. Our team can advise on saving, investing and wealth protection.
We can help you with: