This website
is dedicated
to helping
those who
face
uncertainty
when
planning to
distribute
or receive
inheritances.
Many people
find it
difficult to
confront
mortality,
particularly
their own or
that of
their
parents,
which is
often why
action on
Inheritance
Tax planning
is delayed
and
potential
problems
remain
unaddressed. What this page and
those that
follow will
try to do is
to take the
fear out of
decision
making, and
at the same
time help
its’ readers
to realise
that
planning to
mitigate
Inheritance
Tax bills is
usually best
started NOW,
because
there is no
such thing
in
Inheritance
Tax planning
as a
premature
start.
So why use
us?
Because we
are
specialists.
There are
literally
thousands of
independent
financial
advice firms
out there
who will
claim to be
able to
help, and
some can.
However,
there are
very few
such firms
specialising
in
innovative
solutions to
Inheritance
Tax
problems.
Because we
are
experienced.
Between us
we have over
40 years
worth of
knowledge,
skill and
understanding
in dealing
with
Inheritance
Tax planning
for clients,
often in
ways those
clients
never
imagined
were
possible.
Because of
our
connections.
We have
established
links over
the years
with a
variety of
professional
services
companies
nationally,
including
wealth
management,
will writing
and executor
services, so
that you can
feel
confident
entrusting
us with
solving your
problems.
Because you
will get
very
personal
service.
Although our
clients come
from all
social
strata, they
receive
exactly the
same high
standards of
care and
attention.
We give very
personal
service to
very
important
people –
because all
our clients
are very
important to
us.
Because
you can
trust
us. We
will
never do
anything
but
“tell it
like it
is” (A.
Neville).
Assessing
your
needs
will
certainly
require
integrity,
honesty
and
objectivity.
We are
confident
that we
bring
these
attributes
to the
work we
do for
our
clients;
we
therefore
have a
firm
policy
that if,
at any
time, a
client
is
dissatisfied
with the
work
done and
the
service
provided,
we will
refund
to the
client
all fees
paid to
us by
them. We
are
proud
that we
have
never
yet had
to do
so.
