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      Call: 01224 627004

      Inheritance Tax Planning

      Avoid paying tax again on wealth you've accumulated and been taxed on already!

      Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

      We can advise...

      • Individuals whose estate planning is close to the nil rate band or many times larger
      • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios
      • On both lifetime transfers and wills

      However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid 'giving away too much too soon'.

      Next Step:

      Please contact us if you need further advice, have any questions about our services, or would like a free consultation or a fixed quote.

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