Clients are often concerned about inheritance tax (IHT). The partner and our tax team can discuss the tax implications and our financial services team can then also talk to you about action you can take to mitigate your future IHT liabilities. Amongst other things, this could include investments which give full access and control to the funds but which can at the same time place the funds outside of your estate for IHT purposes.
Inheritance tax planning is not regulated by the Financial Conduct Authority.
Mander Duffill Financial Services Limited is authorised and regulated by the Financial Conduct Authority under FCA Register Number 921116.
