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Inheritance Tax Planning Services

At Redwood, we bring our expertise in both Estate Planning and Financial Planning, to tackle your Inheritance Tax liability on both fronts.
Bringing the two disciplines together, means our Clients have a more comprehensive understanding of all the different ways you can legitimately mitigate your Inheritance Tax bill and save you and your loved ones 40%.
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Avoid Paying Unnecessary Inheritance Tax legitimately with True Inheritance Tax Planning

You have worked too hard to see your wealth legacy needlessly eroded away before it is even passed down to your beneficiaries. Sadly, we all too often hear about people whose family wealth has dwindled over time through Inheritance Tax as it passes down each generation.

Don't lose 40% of your wealth unnecessarily

However, Inheritance Tax is largely a voluntarily tax, which can be legitimately avoided, meaning you no longer have to worry about losing 40% of your wealth on death.

We specialise in Inheritance Tax Planning and can help you ensure that the right money, goes to the right people, at the right time and more importantly that it stays there!

Your Local IHT Specialist

Jasmine Lambert Chartered Financial Planner
Jasmine Lambert
Jasmine is a qualified Financial Planner and was awarded the British Young Practitioner of the Year in 2018.

Redwood Financial is Highly Rated

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