The complex laws surrounding inheritance tax and estate planning are beyond your control but you can minimise liabilities and preserve your wealth with our independent financial planning services.
With over 200 years of collective experience, our chartered financial planners are experts in wealth management. We can create a tailored strategy that safeguards your finances and secures your family’s future.
Everlong’s three-stage consultation and risk profiling process tells us everything we need to know about your financial DNA, from your wealth and estate to your current priorities and future objectives. This insight gives us a big picture view of your financial situation.
Our inheritance tax and estate planning services encompass a range of tax-efficient and non-regulated solutions. By combining investment opportunities with gifting strategies, we can formulate a plan that protects your assets from substantial tax bills.
We take into account existing trusts, wills and legacies, as well as any other financial commitments you may have, to make sure our solutions are attainable and work for you.
When creating our inheritance tax and estate planning strategies, we work with the private client team at PKF Smith Cooper and leading legal professionals to guarantee that our clients benefit from the very best financial expertise.