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

as featured in

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

Play Video

Our latest Articles and Videos

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

Read More »

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

Read More »

Easy guide to probate

What is probate? Everything a person owns; their possessions, money and property make up their estate. When this person dies, the estate must be distributed according to their Will, if it exists. Applying for the legal right to perform the distribution is called probate. Probate is granted to the person(s) named the executor (s) in

Read More »

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.

Read More »

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.

Read More »
arrow_upward