Inheritance Tax and Estate Planning

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Passing your wealth on to future generations

Planning for end of life isn’t always easy. Families can be complex and having conversations about death are understandably difficult.

Through our dedicated separate company, Penmor Financial Planning Ltd, we act as estate planning consultants providing comprehensive Wealth and Estate Preservation Planning. This includes Wills, Trusts, Lasting Powers of Attorney, Probate, and Asset Protection.

For more information on how we may be able to assist you with your Estate Planning, please get in touch.

Legal planning of this nature is not regulated by the Financial conduct Authority.

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WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

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40+
YEARS OF FINANCIAL EXPERTISE

We’re financial advisers with a difference.

With over 40 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.

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Financial Planning

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Inheritance Tax

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Retirement Planning

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Protection Planning

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Investment Planning

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Mortgage Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

Get in touch