Trusts & inheritance

In the event of your death you would want to maximise the value of the estate that passes to your loved ones.  Planning today could help you limit your inheritance tax liabilities in the future.  No inheritance tax is charged on the value of your estate up to £325,000, everything above that is taxed at 40%. 


We are based in Bingham Nottingham. The majority of our clients are within the surrounding counties of Nottinghamshire, Lincolnshire, Leicestershire and Derbyshire in the towns ranging around Newark, Mansfield, Lincoln, Grantham, Leicester, Loughborough, Melton, Chesterfield, Derby, Sheffield. We have no issues travelling to you within those areas.

Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 01949 836173 or email us on This email address is being protected from spambots. You need JavaScript enabled to view it.