Inheritance Tax Planning


Inheritance tax affects an increasing number of families. So whether you are deciding who will benefit from your estate, or whether you are expecting to inherit, we believe it’s important to plan carefully.


Investment Strategies

We aim to provide advice on a range of investment strategies designed to mitigate any potential inheritance tax liability. These could include:

  • advice on setting up your strategy
  • an insurance policy to cover the inheritance tax liability; or
  • investment planning for capital you have gifted into trust for your beneficiaries

Working closely with your other professional advisors, such as your solicitor and accountant, we’ll find the most suitable strategy for your circumstances.

"his advice and results have always been first class. He is very personable and you always feel he is on your side, fighting for the best deal. I will always turn to Simon first when I have a need for financial advice.”

Gordon Kenmuir – Private Client

"His patience, knowledge and understanding of the issues involved knows no bounds. His approach has resulted in a solid final recommendation and re-setting of my varied schemes into a single one with invariably far, far better outcomes. Thank you Simon."

Paul Ashworth - Director - Virtual360