Our ‘Focus On’ series aims to keep you up to date on key financial topics. Currently, we are focusing on inheritance tax and estate planning.

Only around 40% of us have made a will, which forms the basis of all estate planning. However, if you want to maximise the amount you leave to your loved ones when you die, and cut the amount they need to pay in tax, just making a will isn’t enough.

That’s why we’ve put together a series of resources to help you better understand Inheritance Tax, how much it might cost your family and ways to minimise it.

We hope you find the information useful; please feel free to share it with your friends and family.

And if you would like to discuss ways of increasing the amount you leave to your loved ones, please don’t hesitate to get in touch.

How much will your loved ones pay?

The amount being taken by the government in Inheritance Tax is increasing year on year. How much will it cost your loved ones?

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10 things to do before it's too late

There are many simple ways to reduce the Inheritance Tax your estate will pay. But it takes careful planning, before you die.

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Case Studies: Inheritance Tax

Our financial planners regularly save the family of our clients thousands of pounds in Inheritance Tax. Learn more about how we do it here.

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