Plan

Don’t pay UK inheritance tax unless you choose to! Now that your unrealised IHT liability has been ascertained, what are we going to do about it?

Don’t let a failure to plan result in leaving a less valuable estate than you intended or being remembered for bequeathing a contentious probate. Such failures can lead to confusion, deep emotional wounds, and fractured family relationships.

Engage my services to strategize and plan for an IHT-free estate. Comprehensive advice provided sufficiently early can enable you to make fully informed decisions and significantly impact the lives of your beneficiaries.

There is no charge for the Plan service if no IHT savings are possible.

£0.5% of potential IHT saving