Trusted Inheritance Tax Planning

Our team of experts can guide you through the estate planning maze and make sure your wishes for sharing your wealth are met.

Professional Inheritance Tax Advice in Cheshire

Once considered a tax on the truly affluent, Inheritance Tax now affects more families than ever before.

Like most people, you probably wish to pass on your wealth upon your death. But protecting your assets, and ensuring your legacy gets to the right people at the right time, can be an onerous task – from ensuring your intentions are clearly documented and you are making the most of gift allowances, to identifying legitimate ways to mitigate inheritance tax.

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Making Sense of Inheritance Tax

Careful Inheritance Tax (IHT) planning is all about passing as much of the proceeds of an estate as possible to chosen beneficiaries rather than to HMRC. It is also about maintaining flexibility and control over any arrangements that are made.

Inheritance Tax now affects more families than ever before. Have you calculated your current liability? Do you have the right strategies in place to pass your wealth down to your family?

Wealth doesn’t have to be taxing

We will advise you about the various ways you can pass your assets directly to your loved ones, either during your lifetime or upon death. There are a variety of options that allow you to reduce the amount of tax you pay and protect your wealth, including ‘gifting’ and/or employing the use of trusts. Contact us to discuss further and ensure you have the right strategies in place for your personal circumstances.

Mapping out Your Journey

Financial Advice that’s more ‘you’

You’ve worked hard for your money and to ensure your family is looked after, so it’s only natural that you should want to discuss your future goals with a financial expert you can trust.

Achieve the life you want

As your personal or business financial advisers, we will spend time finding out about you and your priorities. Once we understand what you want to achieve, we’ll then work together with you to develop a financial plan that’s tailored to your specific needs.