Protect your legacy and reduce your tax liability with expert estate planning.
If you want to pass on more to your loved ones — and less to HMRC — inheritance tax planning is essential. We’ll help you understand the rules and build a plan that reflects your values.
Key Benefits
Minimise inheritance tax on your estate
Structure gifts and trusts that reflect your wishes
Gain clarity and peace of mind for you and your family
Key Benefits
Minimise inheritance tax on your estate
Structure gifts and trusts that reflect your wishes
Gain clarity and peace of mind for you and your family
Our Approach
Understanding your Inheritance Tax Exposure. Many clients are surprised to learn how quickly inheritance tax can apply. We walk you through practical examples – including how thresholds, residence nil-rate bands and reliefs apply – so you know where you stand and what steps to take to protect your estate.
Independent advice, personal service, and no pressure.
Your first meeting is free. Why not get in touch to see how we can help you?
We provide independent financial planning and investment advice to clients based in the United Kingdom only.
The content on this website is for information purposes only and should not be regarded as personal financial advice. Investments can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Heritage Wealth Solutions is a trading name of Heritage WS Ltd and is a limited company. Registered in England and Wales number: 9448681 Authorised and regulated by the Financial Conduct Authority. FCA number: 678847. The Financial Conduct Authority does not regulate taxation, estate planning and trust advice.