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Estate planning

Why pay more tax to HM Revenue & Customs than you need to? One of the most unpopular taxes is Inheritance Tax (IHT) which is charged at a rate of 40%.

We specialise in estate planning which can help you mitigate your IHT bill. This might be by gifting some of your capital into a trust or more simply by setting up a straightforward life policy to cover any IHT costs which may become due on death.

Estate planning and trusts can be a complex area but we can help you find the right solution enabling you to preserve as much of the value of your estate for future generations as possible while keeping it out of the hands of the taxman.



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Grant Saw Wealth Management Ltd is an appointed representative of Starkey Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 459336 http://www.fca.org.uk/register.

Grant Saw Wealth Management Ltd Registered Address: 2 Charlton Road, London, SE3 7EX. Registered in England & Wales, No. 07921135.

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