About You

Most of our clients have assets which exceed £1 million and as such have a large future Inheritance Tax problem. We have been helping clients like this for over 17 years.

Q: What types of people become clients?
A: Most new clients have overall assets in excess of £1 million. They are referred to us for advice relating to our specialty in Estate Planning and Inheritance Tax planning. These are considered to be some of the most complex areas of financial planning and so require specialist advisers. Even so, we are happy to help most people who meet our client criteria.

Most new clients have current assets valued in excess of £1 million. This includes the following assets:

  • Current equity in their main residence and other property in the UK or abroad.
  • Current saleable value of their business shares if applicable.
  • Total current value of cash, pensions and investments less the value of any debts.
  • Current value of other assets such as royalties or trust funds.

How do I know you can help me?

We have been Inheritance Tax and Estate planning advisers working with wealthy clients and providing Inheritance Tax advice for over 17 years so it is unlikely we cannot help you. Firstly have a look around this website in particular – our servicesour approach and our service guarantee sections.

Do you have any questions on if you should consider becoming a client?

For more information on how we can help you please register for our FREE How to avoid Inheritance Tax course

How to avoid Inheritance tax?


Please check this page for answers to our most commonly asked questions.

How We Work

How do we work with you?