Remove the inheritance tax guesswork!

Take Action Now and Save Tax

See what steps you can take to mitigate your tax using this easy to follow Inheritance Tax (IHT) guide

Remove the inheritance tax guesswork!

There are two types of people in Inheritance Tax (IHT) Planning, those that take action and save tax and those that don’t.

We assume you are the first, and that’s why you are here!

But what action do you take? Firstly, you can see what tax is due by using this easy to follow guide.

Remove the inheritance tax guesswork!

Who we are

We are Inheritance Tax Specialists based in central London; with over 17 years of experience in the field of IHT planning, we will be able to guide you through all the legal ways you can reduce the amount of Tax due on your estate.

We can navigate you through the complex world of Tax-efficient vehicles and explain all the benefits of Trust Planning, as well as let you know some trade secrets and unique solutions that only experts use.

Remove the inheritance tax guesswork!

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17 years of experience

Our Free Guide to reducing IHT

Explanation of Inheritance tax (IHT),

Including what assets pay tax, who pays when.

Which allowances you can use now and post-death.

How to avoid chargeable lifetime tax.

How to make tax-efficient gifts, you must take care when gifting.

Solutions on protecting your capital from IHT whilst you still enjoy an income.

How to pass money to your family without paying tax.

We also have unique products only available through us that can; use your primary residential home as part of your IHT tax planning and remove 100% of capital from your estate from day one, avoiding the 7-year rule.

Remove the inheritance tax guesswork!

Can You See Why So Many People Just Like You Are Removing The Inheritance Tax Guesswork?

Discounted Gift Trust Calculator

Disclaimer: These figures are estimates only. The calculations are based on simplified mortality rates and do not reflect actual provider rates or individual circumstances. Investment performance can significantly impact outcomes. This calculator does not constitute financial advice. Please seek independent financial advice before making any decisions. For discussion purposes only.

UK Trust Comparison Tool

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Ms Julie Rose Lucas -

“It has been very interesting, very pleasant meeting, full of facts, well explained, really enjoyable.”
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Mr & Mrs Nash -

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“During this difficult and uncertain times, the need for high quality financial advice has never been more important and using the Zoom platform has been…
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“Thank you for your help we are so appreciative, after all of this we now feel good inside.”
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Remove the inheritance tax guesswork!