ESTATE & INHERITANCE
TAX PLANNING
Get expert inheritance tax planning to pass on your legacy in the ways that you want.
FOR WILLS, ESTATE &
INHERITANCE TAX EXPERTISE
Ensuring your estate is protected and passed on according to your wishes is increasingly an issue and expert advice can make a real difference.
At Milestone, we provide expert independent advice on inheritance tax planning that protects your wealth for your loved ones.
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WHAT OUR CLIENTS SAY
Meet David & Helen
‘’We love our holidays and have a clear idea of how we’d like to live in retirement. Thanks to Gareth we’ve now got a 10 year plan to make sure that we can afford that lifestyle when the time comes. We wanted someone we can trust to do the right things for us. Now we don’t have to think about it anymore, we’re confident you’ll do the right things and we can just enjoy our quality of life’’.
Helping you with YOUR ESTATE & INHERITANCE TAX PLANNING
Seeing the whole picture
As independent financial advisers, we take a complete overview of inheritance tax and estate planning. This ensures that your plan reflects all the key issues, including how your assets may change in value in the future.
Safeguarding your wealth
Besides planning for the next generation, you will also need to ensure that your own financial security is safeguarded. We’ll share the wide variety of inheritance tax options that are available, as well as the ways to maintain ongoing control of your assets and income in your lifetime and for the next generation.
Safeguarding a property portfolio
Do you own a property portfolio? If those investments are held within a company, we can advise on how to safeguard them from inheritance tax. If not, we can advise on putting them in a corporate entity.
Do you have an
up to date Will?
Your Will should be regularly reviewed to adapt to any changes in tax and other legislation, as well as in your own personal circumstances. We can help with this.
Inheritance Tax Planning, Will Writing, Trusts and Taxation are not regulated by the Financial Conduct Authority.
OUR EXPERT SAYS
Who do you love more, your children or the taxman?! Every year, too many people die and leave their children with less of an inheritance, and more of a headache. We consider how to safeguard your wealth for your loved ones.
Gareth Higton, Director & Financial Planner
Book your free meeting
We offer expert estate and inheritance tax planning to safeguard your legacy.
Arrange your free initial meeting with one of our expert inheritance tax planners.
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Neston Road
Thornton Hough
Wirral
CH63 1JF