Personal

Inheritance Tax Planning Services

Our expert independent financial advisors are here to advise on how to best plan for inheritance tax.

SOLVING PERSONAL LEGAL MATTERS

together

Inheritance Tax is affecting more people each year. If you leave an estate of more than £325,000 in the tax year 2018/2019 and you have no spouse, your estate may be liable for Inheritance Tax at 40% on the excess.

If you think that this might affect you it is worth doing some forward planning with us to decide what actions you should take. There are ways in which this can be overcome and we will be happy to discuss these with you.

Contact Us

Get in touch to see how our experts could help you.

Call0800 689 3206

CallRequest a call back

EmailSend us an email

Contacting Us

Monday to Friday:
09:00 to 17:00

Saturday and Sunday:
Closed

Our dedicated Financial Services team

Annette Heyes

Annette Heyes

Independent Financial Adviser

Financial Services

PinPreston

Call01772 220022

Peter Toner

Peter Toner

Independent Financial Adviser

Financial Services

PinPreston

Call01772 220383

Contact Us

If you have a general enquiry then please fill in your details and someone will contact you.

Call0800 689 3206

CallRequest a call back

EmailSend us an email

Contacting Us

Monday to Friday: 09:00 to 17:00
Saturday and Sunday: Closed