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Protect your wealth with inheritance tax planning
How we can help
Many people believe that inheritance tax only affects wealthy families, however, rising property prices have meant more of us are paying Inheritance Tax. By not planning for your inheritance, you are susceptible to a larger bill, leaving less money behind for your loved ones.
Advisers at The Private Office have experience dealing with this area of financial planning. They can help you answer important questions about Inheritance Tax, through a comprehensive strategy, which could include gifting, insurance and vital planning to protect your estate for your family.
We are an award-winning team of independent, Chartered Financial Planning experts who can help you make informed decisions that can protect and grow your wealth.
Our relationship step-by-step
- Discovery – a short phone call to understand if we’re a good fit for each other and to assess whether your asset value matches the criteria.
- Free consultation meeting – a qualified financial adviser will get to know you
- Tailored plan – a personalised plan which outlines the costs for advice and which aims to give you peace of mind for your financial future.
Please note: The value of your investments can fall as well as rise. You may not get back what you invest. The Financial Conduct Authority (FCA) do not regulate cash flow planning, estate planning or tax and trust advice.
Provide your details below and we’ll be in touch within the next working day.
Why our clients choose us
Our advice is, and always has been fully independent; we work for you, not a product provider, meaning we are always ‘on your side of the table’. We’ve received many wealth management and financial adviser awards which validate the excellent service we provide to our clients.
Winner of Wealth Planning Firm at the eprivate client excellence awards
A Chartered Firm of Financial Planners
A VouchedFor top rated firm in 2020 & 2021
Tax planning services
Our services are key to reaching your goals and securing your financial future
Maximising allowances
Each year we have a range of allowances, but are you making the most of these?
Inheritance tax planning
Many people think inheritance tax only influences wealth families, but this often is not the case.
Inheritance and pensions
You may find, if you are not careful, that you can be left with an inheritance tax bill on your pension
Meet our expert team
Independent advice - People block - list (6.06)
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.