Financial Planning 
Mobile: 07772 195329 
Office: 02476 011704 
 
 
 
 
Estate planning 
We have worked with a number of clients in helping them avoid passing on large Inheritance Tax liabilities to their descendants. There are a number of things that can be considered in this area and will include the use of; 
 
Gifting 
Placing investments in to trust 
Making use of all available allowances 
Consideration of investments that qualify for Business Property Relief (BPR) 
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