t: 01622 664777 e: beverley@wardalefletcher.com

Expert financial advice you can trust

Inheritance and Legacy Creation

Inheritance Tax (IHT)

To ensure your estate passes intact to those you choose, it is important to take decisions throughout your life time to make sure it reaches the right people at the right time.

These essentially mirror the issues found in peoples personal lives. They are often overlooked, or not even considered by the majority of businesses.

We will help you to determine what issues are important to your business and design solutions to meet them.

Our service includes advice on:

  • Will writing service
  • Investments & Trusts
  • Gifts
  • Inheritance Tax Mitigation
  • Utilising HM Revenue and Customs allowances and reliefs

HM Revenue & Customs practice and the laws relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

The Financial Conduct Authority does not regulate will writing and taxation and trust advice.

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"The art is not in making money, but in keeping it."

- Proverb

Contact Us

Wardale Fletcher Financial Consultants Ltd
Turkey Court
Turkey Mill
Ashford Road
Kent, ME14 5PP

01622 664777