Tax and Estate Planning Services

Having worked hard to achieve financial security and a good quality of life for you and your loved ones, you want to ensure this security continues when you are no longer around.

Making careful preparations to protect your estate is vital to continue your legacy. You want to make sure your loved ones are left in a position of financial security. In addition, you do not want them to have to deal with stressful financial situations.

These objectives are achievable with a little careful planning. Here at WIS Wealth, we can ensure you leave the best financial legacy possible. We can advise on protection policy solutions and tax-efficient wealth management to ensure your loved ones continue to benefit from your hard work.

Estate preservation was once the territory of the super-rich. However, these issues now affect a broader range of people. Inheritance Tax (IHT) is the tax payable on your estate if its value exceeds a certain amount. It can also be payable on any money, property, investments or possessions you have given away during your lifetime.

However, with careful planning, you can significantly reduce the amount of tax your estate has to pay. This will ensure that more of your wealth gets passed on to your loved ones.

To ensure you have your estate in order it is essential to have a valid Will in place. In addition, it can be valuable to take advice from an independent financial adviser to ensure that you have done all you can to reduce the amount of tax liable on your estate.

The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.


Call us to arrange a free introductory meeting to discuss your tax needs.

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