COVID-19 update: We remain fully operational and available to provide guidance and help with your inheritance tax and financial planning. Please call us today if you would like to discuss any matter of concern. All meetings will be via video conferencing (Zoom call, which we can help you set up) for the foreseeable future. 

One stop specialist service to legally avoid paying Inheritance Tax

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Why is our specialist inheritance tax service easier, simpler and more cost effective than using a lawyer, accountant or financial adviser?

£80,000,000+ Saved

Provided you live 7 years and follow our advice we will help you eliminate your Inheritance tax and probably save you significant income tax too.

100+ Happy Clients

We help you to grow, manage and protect your wealth. Our specialist Inheritance tax service is designed to give you financial peace of mind.

18+ Years of Experience

 Our 18+ years experience of working with high net worth clients means we rarely meet a client we cannot help.

Watch how we solved our client Frank's Inheritance tax problem and saved him both time and money at the same time.

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Our Inheritance Tax
Advice Services

We help to make solving your Inheritance tax problems EASY – and at a lower fee than nearly all lawyers or accountants. 

  • We help you to gain a true understanding of the complexities involved and the alternatives open to you.
  • We help you to define your financial goals and explain how you can achieve them.
  • We provide a written plan recommending solutions and implementation strategies to help you achieve your goals.
  • We meet with you and your beneficiaries to fully explain the most suitable solutions.
  • We help to ensure the required paperwork is processed efficiently and accurately to completion.

Have you got questions?

Book a free no obligation face-to-face Video Conference meeting for later today to speak to our specialist Tax expert Charles

You really can beat the taxman

Let us teach you how you can avoid paying any Inheritance Tax

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Our latest Articles and Videos

Are you putting the cart before the horse?

Are you putting the cart before the horse? Many people are keen to ensure they reduce their Estate’s future liability to Inheritance Tax planning by engaging in tax planning to reduce or mitigate their tax bill. The tax planning is a very important aspect, but it is just that – an aspect. In reality, it

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The Main Problems with Having a Basic Will

The Main Problems with Having a Basic Will This blog explains all the problems involved in having a basic Will. If done properly, and you choose the right people, then the correct people will get the correct assets. However, there is no protection for the assets and this poses a big problem. If you pass

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Disadvantages of Will Trusts

Disadvantages of Will Trusts This blog explains why everybody should have their Wills drawn up by a professional.  It will also cover why those people with higher levels of assets should consider having Trusts placed into their Wills.  However, there is an inherent problem with Will Trusts that this blog will explain so that you

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8 Free Ways to Avoid Inheritance Tax

8 Free Ways to Avoid Inheritance Tax This blog is all about what you can do to avoid Inheritance Tax without having to pay. SKI The first thing that you can do is SKI (Spending the Kid’s Inheritance). It is your money to choose to do what you want with it. Especially as you grow

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Why Set up a Lifetime Trust?

Why Set up a Lifetime Trust? This blog explains why it is so beneficial to have a Lifetime Trust instead of a Will Trust. Why do Solicitors Usually recommend a Will Trust? Usually, a Will Trust is set up and created by a Will and is usually a Discretionary Trust. The benefit of this is

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How Does the 7 Year Inheritance Tax Rule Work?

How Does the 7 Year Inheritance Tax Rule Work? This blog explains some of the complicated rules around Inheritance Tax, including Taper Relief and the seven-year rule. It’s very important that you understand these rules and how they work because if you get them wrong, it could cost you a lot of money. The Seven

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