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.

What our clients say

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

How to Use a Flexible Reversionary Trust to Avoid Inheritance Tax

There are many different types of trusts, such as Discretionary Trusts or Immediate Post Death Interest Trusts, which all have different benefits. However, for the vast majority of people who are looking to place assets out of their estate for inheritance tax reasons, using a Flexible Reversionary Trust is one of the best methods to accomplish their inheritance tax aims.

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What is an Inheritance Tax Trust

A trust is a separate legal entity. This means that it exists separately in English law in the same way that each person is treated separately for tax purposes. A trust functions to ensure that you, or someone you choose, can retain control of your assets.

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Is Estate Planning More Important than Inheritance Tax Planning?

Watch the video or Continue reading. What is Estate Planning? Estate Planning is putting in place Wills and Lifetime Trusts to ensure your desired outcome, regarding who benefits from your estate, is achieved. Essentially, this means that the right people get the right money at the right time. It is all about ‘bloodline protection’ as

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How a 30-40 year old can make 10 Years of Salary in 10 Hours

How to Make 10 Years’ Salary in 10 Hours When Aged Between 30 to 40. This blog focuses on clients’ children and how they can make 10 years’ salary in just 10 hours by resolving their parents Inheritance Tax problem.   Normally, it takes around 10 hours of client time to deal with their Inheritance Tax

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Save £1000s of tax money using two insurances

How you can save money using 2 Insurances This article explores how you can save thousands by simply having two whole life insurance plans rather than one. When a person takes out life insurance for inheritance tax purposes, the default mechanism is a “Joint Life Second Death Whole of Life” plan. Those who would prefer

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How to save Property Inheritance Tax in 2020

How to save Inheritance Tax on your main property This article explores how you can save money for Inheritance Tax purposes, on your main property assuming that you intend to be living in this residence until you die. Those who would prefer to read the information can follow on article below which has been written

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