Testimonials

Inheritance Planning case study

One of the main concerns held by my client, Elizabeth, when I first met her was the amount of inheritance tax that would be paid by her children in the event of her death.

By careful consideration of the circumstances, and by using a bespoke approach to her financial planning I was able to implement changes to her existing plans, as well as forming new ones. We continued to meet regularly over the next few years.

Sadly, Elizabeth has since passed away, and the family (all of whom have now themselves become clients and friends) have seen a reduction in excess of £500,000 in the inheritance tax costs as a direct result of this planning.

*Please note the names used in case studies may not be the real client name.

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