The Estate Planning Specialists
Our services provide relief from inheritance tax after two years, allow you to retain full control of your capital and tailor your estate planning objectives to meet your requirements.
Inheritance tax relief is achieved using longstanding legislation called Business Relief, which was originally introduced to help individuals and business owners pass on qualifying assets to their children.
Wealth preservation is at the forefront of our investment philosophy, to ensure that you have the peace of mind that your capital will be protected.
Additionally, our services allow you the flexibility to:
- maximise diversification
- choose a discretionary or bespoke investment strategy
- benefit from low fees and upside potential
Estate Planning Services
Keeping you in control of your capital
Services which enable you to retain control of your capital throughout your lifetime and provide a lasting legacy free from inheritance tax.
What makes us different?
Choice of investment strategy
Wealth preservation
Highly diversified investments
Transparency is paramount
Bespoke to your specification
Leave a growing legacy
