Protect your family wealth and learn about Inheritance Tax Planning

Free guides and webinars

Receive our comprehensive free guide to protecting your family wealth from Inheritance Tax and other threats:

  • The basics of Inheritance Tax and an introduction to some more advanced concepts
  • Options for preventing unnecessary Inheritance Tax using your available reliefs and allowances
  • Losing or using the Residential Nil-Rate Band: Can I save £70,000 by making a simple change to my will?

You will also be invited to our regular webinar programme, giving you access to exclusive insights from Chartered Financial Planners, Solicitors, Chartered Accountants and more!

*If you give us your accurate phone number we'll make a single courtesy call to ensure you received the guide, and to give you access (via WhatsApp link) to a bonus video on advanced IHT planning, in which the 60% inheritance tax trap is explained. If you do not wish to give us your number, you can type zeros and we'll still send you the guide by email.

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