Category: Financial Advisers
Address: 5 Palmerston Drive, Palmerston Drive, Wheathampstead, St. Albans, Hertfordshire, AL4 8FE
Tax Planning, Inheritance Tax, Wills and Trusts, Probates, Inheritance tax planning, wealth management, inheritance tax advice
Inheritance Tax and Estate Planning specialist services
We have over 20 years of experience in Estate Planning and Inheritance Tax in particular. Together with highly qualified tax accountants and lawyers, we provide financial solutions for people who have generated high potential tax liabilities. Our service aims to eliminate your overall tax liability by the use of both straightforward and more complex tax planning advice.
Our business is designed to provide the advisers with high levels of administrative support which is allowing them time to focus on you. In this way, we aim to deliver much higher levels of service and value than are found elsewhere.
We also help to ensure that clients' assets remain in their family bloodline using bespoke Wills and Trusts. The solutions we offer are tailored to our clients specific needs and wishes and are usually more cost-effective over the long term than just taking out an insurance policy.
Specialising in assets value over £1. 5 million helps us understand your Inheritance Tax and Estate planning better than a generalist adviser. We specialise in an area where very few other advisers work. Most of our clients are unlikely to pay any Inheritance Tax at all despite assets well over £1 million.