IHT Client profile

What types of people become our clients?

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

IHT planning for new clients

As mentioned above, 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.

What do we expect from our IHT clients?

In exchange for our commitment, we ask you to give priority to support us so that we can achieve the best results for you through working together. We ask you to:

  1. Give us all the information we need to do the work, to the timescale that you have specified.
  2. Make time available to work on items we’ve agreed upon.
  3. You also agree to complete and return any paperwork we have asked you to as promptly as possible.
  4. Cancel pre-agreed meetings with us only in exceptional circumstances.
  5. Agree to give strong consideration to any advice we offer – and we acknowledge your right to reject that advice.
  6. Always advise us of any concerns or worries you have about any aspect of your finances.
  7. Advise us of any ways you feel our service to you and other clients may be improved.

If you are happy with our services and to help enable us to build a profitable high quality Inheritance Tax advice company of which we can be proud, we would be very pleased if you recommend our service to at least two potentially good clients per year.

How to avoid paying Inheritance Tax

Find the best way how to avoid Inheritance tax with the most comprehensive video course on UK Inheritance tax. This course is available FREE if you are interested in paying zero Inheritance tax and retaining your hard earned wealth for your familySign up now.

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