Inheritance
Our inheritance tax planning strategies include the use of trusts, nil rate band planning, deeds of variation, straight forward gift and will planning, to name just a few.
Whether you need advice on your current arrangements or whether you need advice based on future financial events The Insurance Partnership Fiancial Services can help. We offer a complete financial planning service, and with us you can rest assured that we’ll be with you every step of the way.
With the varied experience available from our advisers you will be provided with an independent and impartial recommendation to help meet your objectives.
TIPFS - Here to help
To have one of the Inheritance Tax Team to contact you, at your convenience, please complete the Request for Advice form or contact us on 01482 217234 to discuss.
You decide how you would like to communicate with us, either by dealing direct, through e-mail, telephone or post, which allows you to receive our financial advice at a pace to suit you. Alternatively if you prefer to be seen at a face to face meeting we can arrange this at a time convenient to you.
Our initial consultation is without obligation and you will not pay any fees unless we can help you.
How can we help you today?
Contact us now: 01482 213215 / info@insurance-partnership.com
