Passing on wealth

The guides listed here provide information on why you should write a will and keep it up to date, and an explanation of current inheritance tax rules. Our calculator will help you estimate your estate's liability to inheritance tax.

This section of our site contains guides and calculators to help you think about your financial planning needs.

They are aimed at both business owners, who may also be employers, and private individuals with wealth management goals.

Why are you looking for financial advice? Choose from the menu links below.

get in touch with us

If you would like to find out how we can help you, please call us or send an email. We’d be delighted to arrange a no obligation meeting with you.

call us

email us