Inheritence Tax & Estate Planning

Inheritance Tax & Estate Planning

Providing an effective Inheritence Tax and estate strategy to protect your beneficiaries.


We do this by providing professional advice and helping you to appropriately organise your affairs.
By ensuring you have the correct provisions in place we can help you avoid leaving your loved ones a substantial Inheritance Tax liability that substantially diminishes the value of your estate. We can help you protect your assets after your death in the event of a divorce or bankruptcy of one of your beneficiaries.  

  • Personal Pension Advisers

    • Pension targeting
    • Single premiums
    • Self-invested personal pensions
    • Transfer of pension benefits
    • Pensions issues on divorce
    • Pension life assurance cover

    > LEARN MORE
  • Mortgage Advisers in Harrogate & Newcastle

    • Buying your first home or moving house
    • Re-mortgaging
    • Buy-to-let market
    • Equity release
    • ‘Help to Buy’ schemes
    • Business premise purchase

    > LEARN MORE

Your financial partners for life...