We can help you plan...With over 20 years experience each in the financial sector, Ingard Independent Financial Management's advisers have built a reputation for offering a superior service based on honesty, integrity and a clear transparent work ethic that ensures we treat every client fairly and professionally.
"Legal Inheritance Tax Planning is one of the easiest and biggest ways to save money possible" - Martin Lewis's MoneySavingsExpert "You can maximise Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold." - HMRC "Many people believe IHT planning is about giving away all of their assets. However, there are many planning strategies which enable someone to retain control of assets and still reduce or eliminate IHT liability. A good independent financial adviser can guide you through the options, the pros and cons and develop a tax efficient strategy". – Ian Osang, Partner at Ingard IFM LLP Inheritance Tax (or 'IHT') planning can be defined as leaving you estate to the people you love in the most effective way. Even if you only consider yourself to be of moderate wealth, you and your family should still consider taking action, especially if you own a property or have money in savings. In the past IHT planning was confined to the very rich, however, with high house prices, this is no longer the case. Tax strategies are not just for the rich! It is important to think about your children and grandchildren's financial future.
Simple Step 1 Please complete the short confidential Inheritance Tax enquiry form to your right. We will contact you as soon as we receive your enquiry to ask about your needs and circumstances.
Simple Step 2 Our Inheritance Tax specialists will then give you options to consider.We will be mindful of your time and will not need a personal meeting unless you prefer one.You will have absolutely no obligation to proceed.