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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Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.

Mr R

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

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