Inheritance

Being independent allows us to work on YOUR BEHALF!!

Many people work all of their lives only to end up giving a large proportion of their estate away in tax.

With careful planning it is possible to reduce or completely remove any liability your estate may have for inheritance tax.

 

IHT advice

What Inheritance tax, if any, would be payable? (previously known as “Death Tax”)

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?

We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.

We can provide unbiased investment advice in Cirencester and throughout Gloucestershire, Wiltshire and Oxfordshire.

Our advisers John Townsend and Mick Baker have extensive experience in providing inheritance planning advice.
The majority of clients are based in Cirencester and surrounding towns: Ashton Keynes, South Cerney, Shrivenham, Swindon, Abbey meads, Cricklade, Fairford, Lechlade, Faringdon, Poulton, Stratton Heights and Cheltenham.

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For advice on any of the above, Contact Us now.