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Inheritance planning

If you have assets to pass on when you die, we can help.  

Planning for your inheritance is as much about ensuring you are financially secure in your life as working out how to leave money, property and assets to loved ones tax efficiently. We can advise you on passing on your assets effectively, ensuring that they go where and to whom you want them to, as well as talk you through options for giving financial gifts or opening a trust. 

Call us on 0117 3250 770 to discuss how we can help you, or request a callback below.

Maximise what you are leaving behind 

When it comes to looking at your finances as an inheritance, we can support you in how to make the most of your money for when you’re no longer around. 



Tax planning

We will work with to explain how inheritance works and the existing exemptions. We can advise you on the value of gifting assets during your lifetime, how to make your home ownership tax efficient, the benefit of using trusts outside your estate and when business relief schemes can be useful.

Estate planning

If you own property, it will likely face inheritance tax liability of up to 40%, even with the new residence allowance. The rules around inheritance tax are complex – we will work with you to help reduce and manage this bill through careful financial planning.

In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations.

Request a Callback

Simply fill in your details below and one of our Financial Advisers will call you back

or Call us on 0117 3250 770 to discuss how we can help you or request a callback below.

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Simply fill in your details below and one of our Financial Advisers will call you back