We understand that 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 an Independent Financial Advice firm (IFA) in Bingham and Woodthorpe Nottingham offering financial advice and mortgage advice in the surrounding areas of Newark, Grantham, Lincoln, Sheffield, Leicester and Derby.

Our aim is to offer clear, simple, sensible advice and an excellent, open and shared ongoing process of advice and life planning, with very competitive and transparent fees and a highly personalised service to all our clients across Nottingham and the areas surrounding Nottinghamshire and across the East Midlands.