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Specific Advice - Inheritance Tax

Inheritance Tax is a difficult and complex area. As such, we will work closely with your lawyer and/or accountant or, if you prefer, our own recommended professional to provide advice.

A tax efficient Will is always a good starting point. With this in place we obtain a thorough understanding of your attitude to the balance between paying Inheritance Tax and giving away or retaining assets. This frequently leads to very worthwhile tax saving strategies sometimes involving Trusts.

For a free initial chat to discuss your individual requirements, please call us on 020 8891 6375 or contact us for more information.