Inheritance tax planning
If you want to be sure your lifetime's wealth can be enjoyed by your family, friends and chosen beneficiaries, then inheritance tax planning is essential to that aim - we can provide the knowledge and expertise to help limit any future tax liability.
With the rise in property prices over the years, an ever increasing number of people are becoming liable to inheritance tax - and that could have a significant effect on the value of your estate and any legacies or bequests you make.
As Independent Financial Advisers, our expertise in these matters gives you a viable and practical way to help minimise your tax liability - by carefully structuring your financial affairs so that you're able to fully benefit from all the exemptions and reliefs to which you're entitled.
We may recommend life assurance plans or trusts, or talk to you about reviewing your will. Either way, we will clearly explain the benefits and consequences of each different route - and whatever the best solution, you can be sure our proposals will meet your particular requirements as appropriately and effectively as possible.
In addition to our main office in Poole, we have satellite office facilities to meet in Lymington and New Milton. Whilst our clients are located all over the world the geographical location of our office facilities is such that we predominantly cover Poole, Bournemouth, Ferndown, Wimborne, West Moors, Broadstone, Langton Matravers, Wareham, Highcliffe, Lymington, New Milton, Hordle, Sway, Burley, Christchurch, Ringwood, and the surrounding areas in Dorset and Hampshire.