Inheritance Tax

Despite the rule changes in October 2007, it is still vitally important to set up your will and your estate in the right way, so that your family, friends and other beneficiaries will receive the inheritances you have planned for them.

Advice on gifting

Whole of life plans

Discretionary gift trusts

Loan trusts

Insurance trusts etc.

*Your home or property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can be paid by a fee option and this is a typical fee of £1500.

The Financial Services Authority does not regulate Taxation and Trust Advice, Offshore Investments and some forms of Mortgages and Individual Savings Accounts.