Inheritance Tax Advice

Inheritance Tax Planning
22.04.26

Inheritance Tax planning now the number one concern

Concerns about inheritance tax planning are now the number one concern for clients over 55. That’s according to research by Next Wealth published in the FT Adviser (2/3/26). This is a new concern on the back of the chancellor’s tax raid on inheritance tax (IHT) in last year’s budget. It wasn’t even on the radar in last year’s report. Not surprisi...

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Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

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The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

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