Estate & Inheritance Tax Planning


An elderly couple watching a river

Once viewed as a tax on the truly affluent, inheritance tax is no longer
something confined to the very rich. Even those with a relatively moderate
amount of wealth should think about estate and inheritance tax planning. Yet
very few of us do.

Estate and inheritance tax planning is about getting the balance right between
having access to your money when you need it, saving tax and leaving a
protected legacy for future generations.


It can be a sensitive subject to talk about especially when many of us think we
are too young to even be considering this just yet. The truth is that it is never
too early to start protecting your net worth, cash flow and assets for yourself
and your loved ones. The earlier you start, the more flexible the tax-saving
strategies will be.


Inheritance tax is an inherent part of estate planning and we work very closely
with your solicitor and accountant to build a financial plan that is flexible,
coherent and integrated. Clients are often surprised that the bespoke financial
plans give them more control and financial flexibility than they had previously
thought – a plan that is flexible enough to adapt to individual and economic
changes, bringing peace of mind, clarity and confidence to the situation.

To see our factsheet about Estate Planning, please click here.

The personal information disclosed will be treated as confidential and held in accordance with the Data Protection Act.

The Financial Conduct Authority does not regulate tax advice or estate planning.


Gemma is always thorough and expedient with her inheritance tax advice. I highly recommend Gemma for her expertise and holistic approach, which is combined with understanding and warmth towards clients.
— Natalie P., Solicitor