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Inheritance Tax Planning

Much can be achieved by careful planning and drafting of Wills, and the ability to transfer the unused portion of a nil rate band between spouses or civil partners. This has greatly improved the Inheritance Tax position for many people. However, for those with larger estates, alternative planning solutions are still required and we are experienced in advising on some less widely known opportunities to reduce the impact of IHT.

We will assess how we can minimise your tax liability whilst maximising what you are able to pass on to your loved ones.

 

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.

 

 

Mr & Mrs H, Nottingham

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

We’re really grateful for the work you did for us. 10 out of 10!

Mr & Mrs S, Bridlington

Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.

Mr & Mrs D, Mansfield

Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.

Mr W, Nottinghamshire

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