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Estate & Inheritance Tax Planning

Estate planning is the process of anticipating and arranging for the efficient disposal of an estate. At Invest Southwest our aim is to help you eliminate the uncertainties of the administration of probate, and by legitimate means we hope to help you reduce taxes and any other associated expenditure.

It is never the most pleasant of subjects, but planning ahead allows you to set out clearly who should get what from your estate. The options are many and as a result this can be a complicated area of advice. To ensure we arrive at the best possible solutions, we work closely with a network of trusted professionals. 

Our initial consultation is free of charge however long it takes and for your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

What happens to my pensions and savings when I die

Beyond Retirement

What happens to my pensions and savings when I die?

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Inheritance Tax Planning

Inheritance Tax Planning

Planning for inheritance tax is a vital part of your financial planning

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"You were very helpful in explaining things in a way that I could understand. You were very approachable and did not make me feel stupid as some other advisers have done in the past. You keep me informed on a regular basis." Alison, Somerset

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The Financial Conduct Authority does not regulate taxation and trust advice nor does it Will writing. 

Key Services
  • Wills

  • Powers of Appointment

  • Powers of Attorney

  • Spouse Exemption

  • Pre-owned Assets

  • Interest in Possession

  • Gifts With Reservation

  • Outright Gifts

  • Lifetime Transfers

  • Charitable Donations

  • Discretionary Trusts

  • Flexible Trusts

  • Discounted Gift Trusts

  • Business Property Relief

  • Enterprise Investment Schemes

  • Home Reversion Plan

  • Equity Release

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