We’ve helped lots of clients address their key personal and business issues and in response to many of you asking us for assistance with financial planning, we have developed a series of simple two-minute health checks.

Why take our two-minute Inheritance Tax health check?

Inheritance Tax (IHT) is sometimes called the voluntary tax because, with a bit of planning, it can be avoided.

Having paid tax on your earnings, and more tax on your savings, your loved ones could then have to pay tax on their inheritance. You might wonder why this is your problem? After all, when the bill comes in you are dead! But how would you feel if the Chancellor collected more from your estate than your children did?

IHT was originally intended only for the very wealthy, but it now catches an estimated 30,000 estates each year!

Our two-minute IHT planning health check will provide you complete peace of mind by identifying any areas you need to focus on and providing you with planning opportunities before it's too late.

You will receive FREE independent, impartial advice as well as top tips to improve your financial position.

Please enter your details below and click the button to take our two-minute IHT health check.

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Please tick here if you are happy to be contacted by the team, following completion of our Two Minute Health Check.


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