Wills and Trust Planning
Inheritance Tax Planning
Property Tax Planning
Business Owners Tax Planning


Charles has over 20 years experience in the financial services industry. He recognised that, in many situations, clients like you need advice and guidance on their tax affairs that accountants and solicitors are not best placed to provide. Hence, they wanted to develop a business founded on the principle of fixed fees advice and guidance.

This website is aimed at people who need help to avoid Inheritance tax. We cover tax planning, estate planning and inheritance tax advice. All of these areas of advice are not regulated by the FCA and nothing on this site should be regarded as individual financial advice.

The business is organised in a manner designed to provide the advisers with high levels of administrative support, to allow them time to focus on you. In this way, we aim to deliver much higher levels of service and value than are found elsewhere.

Our Mission Statement

Growing happiness and financial peace of mind for all our clients and team.

Our Service Guarantee

We want you to be delighted with the work we do for you, and are therefore pleased to offer an unconditional service guarantee.

If our service falls short of your expectations for any individual transaction, we will refund any amount that you consider to be appropriate, up to the total fee for that transaction, irrespective of our views.

The areas in which most of our clients are based

Most of our clients are based in Hertfordshire, London, Essex. Surrey and Bedfordshire

Many clients phone us for help on estate and inheritance tax planning who do not live in our service area. If this is the case we will refer you to a known specialist in your area.

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