Inheritance Tax & Estate Planning

Inheritance tax is often called ‘the avoidable tax’ but planning to eliminate or reduce inheritance tax can be complex.  Making gifts can involve issues in giving up capital that you might need later, and passing money to financially immature heirs.  We take into account all aspects of inheritance and estate planning – not just the numbers – to arrive at a plan that is easy to live with.

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Contact Independent Financial Adviser Gary Jackson

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Inheritance Tax & Estate Planning

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