Maximise Your Inheritance
Minimise the Tax

Many families are shocked to find that a large portion of their estate could be lost to Inheritance Tax.

At 40%, this tax can significantly reduce what your children, grandchildren or chosen beneficiaries receive, even if you've spent a lifetime building financial security.

Understand your inheritance tax liability and options.
Get a free, no-obligation assessment of your inheritance tax liability.
Connect with a trusted specialist who can help you take the right next step.

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What is Inheritance Tax and why it matters

Many families are shocked to find that a large portion of their estate could be lost to Inheritance Tax.

At 40%, this tax can significantly reduce what your children, grandchildren or chosen beneficiaries receive, even if you've spent a lifetime building financial security.

The good news? There are proven, legitimate ways to reduce or even eliminate your liability. But timing is everything. Acting early gives you more flexibility, more options, and more peace of mind.

Inheritance Tax planning made simple

We carry out regular checks and reviews on the advisers we work with to ensure we connect you with an FCA-regulated expert.

A free, no-obligation initial consultation

Connect with a trusted specialist who can explain everything in plain English and help you take the right step.
A tailored plan that works for you

Create a plan based on your own personal situation, goals and values to maximise your family's inheritance.
Fully secure and confidential

Your details are only shared with our trusted professionals who are fully compliant with data protection laws.

Use our calculator to find out how much
tax could be due on your estate

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How a specialist can help?

Inheritance Tax is rarely straightforward. Rules change. Allowances shift. And family dynamics can be complex. That’s why speaking to a qualified adviser makes all the difference.

They'll guide you through:

Understanding how much of your estate could be taxable
Maximising allowances like the residence nil-rate band
Making tax-efficient gifts and charitable donations
Using trusts and financial products to protect wealth
Ensuring your plans reflect your wishes — and can adapt over time

Personal, expert advice tailored to your life.

“I was shocked to discover how much of my estate could be lost to IHT. I had no idea how to reduce or even eliminate my liability. Talking to an advisor made everything so much clearer and I now feel confident in my plans.”

John, London

“I wanted to ensure my business was passed on to the right people and that everything related to that side of things would be taken care of for my family. Our advisor simplified a complex process and gave me peace of mind.”

Susan, Manchester

Frequently asked questions

What is Inheritance Tax?

Inheritance Tax is a tax on the value of your estate when you die. It is charged at 40% on the value of your estate over the inheritance tax threshold.

What is the inheritance tax threshold?

The inheritance tax threshold is the amount of your estate that is exempt from inheritance tax. It is currently £325,000.

Why should I plan early?

Managing your IHT liability is a large part of estate planning. The earlier you start planning and the better your plans are, the more you can minimise the impact of IHT on your finances.

What is the benefit of using a specialist?

Minimising your IHT liability is a complex process that requires a deep understanding of the tax system and the ability to navigate the many opportunities and pitfalls.