Informed Choice Ltd - Award Winning Chartered Financial Planners

 


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Informed Choice Ltd are winners of the Gold Standard for Independent Financial Advice at the 
Gold Standard Awards.


Informed Choice Ltd - Winners of the Gold Standard for Independent Financial Advice
 

 

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Estate Planning

 

 

Inheritance tax is paid on the value of your estate when you die.  Due to rising house prices, the potential impact of inheritance tax is becoming an increasing concern to people who wish to preserve the maximum value for their children or other beneficiaries.

We work with private clients to identify your potential inheritance tax liability and put in place solutions to minimise or remove this liability on death.  

As independent financial advisers we have access to various insurance and investment related tax planning solutions that are not available to solicitors.  

Where necessary we work closely with your existing legal advisers to establish trusts and other planning solutions that could minimise your inheritance tax bill.  Alternatively we can introduce you to a local solicitor with the required expertise for this type of planning activity.

Our estate planning advisers hold an Advanced Taxation and Trusts qualification.

Do contact us today - complete our online enquiry form, call us on 01483 274566 or email hello@icl-ifa.co.uk - to request our new client welcome pack and set up an initial consultation with no cost or obligation.

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Informed Choice Ltd become the 99th firm of Chartered Financial Planners.

 


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Sundial House
20 High Street
Cranleigh
Surrey 
GU6 8AE

T: 01483 274566
F: 01483 274640

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Copyright © 1994-2008 Informed Choice Ltd. All rights reserved. 
The information contained in this website is targeted at UK consumers.

Informed Choice Ltd is authorised and regulated by the Financial Services Authority.  
We are entered on the FSA Register under reference 171077.

Registered Office: Sundial House, 20 High Street, Cranleigh, Surrey, GU6 8AE