Inheritance Tax and Estate Planning

Inheritance tax can be a real financial burden for our families and loved ones, but with some careful planning we can help you formulate a strategy to help mitigate the tax bill.

Formulating a plan

The first step in inheritance tax and estate planning is to make sure you are using the permitted tax-free allowances. Your Financial Planner will look at specific investment plans, trusts and insurance policies as part of a comprehensive plan to lower your inheritance tax liabilities. Where relevant, we will advise on how to use gifting to lower your liabilities within the context of those assets you want to keep and continue to use.


Inheritance tax and estate planning is a process, not a one-off event. That’s why working with people that take time to build long-lasting working relationships makes sense. Your Financial Planner will keep in touch with you to monitor how your situation changes over time. We can adapt the strategy according to your changing needs to ensure it remains as effective as possible. We are happy to work in conjunction with your solicitor if needed.

Service Benefits

Estate planning and Inheritance Tax are complex areas of financial planning. We are here to guide you through the various options available to you.

  • The planning process helps you understand the value of your estate better

  • Reducing the inheritance tax burden for your family is so important in planning their future after your death

  • Discussing your estate with loved ones now will help them understand their own financial requirements

  • Gifting parts of your estate can be beneficial in the long run but needs careful planning to get the balance right

  • Download a copy of our Fee Schedule

For more information on our Inheritance Tax and Estate Planning service give us a call on 01608 695100 OR GET IN TOUCH

Here at Wise Investment, we are one big happy family.

Since 1992, we have helped families grow and we continue to help their children, and some friends too, to make wise investment choices in Financial Planning and Wealth Management.

As an employee-owned business, our people each own a share in Wise Investment. Our staff have the entrepreneur spirit – they share the success of Wise Investment, its reputation and longevity.

Our people stay with us, and you’ll have a regular contact who knows your account. Like a family business, we go above and beyond to look after our customers, personally managing your objectives and providing the best service.

About us


We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.

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