Inheritance Tax

Planning to leave most of your estate to the government?

“The estate tax punishes years of hard work and robs families of part of their heritage by imposing a huge penalty on inheritance after death – a tax on money that has already been taxed.”

Mike Fitzpatrick

You have worked hard for many years, made provisions, invested wisely, and after many years of increasing asset values, particularly in the value of your home, you, like many people, find yourself caught in the inheritance tax trap.

This is no longer a tax exclusive to the rich. These increases, particularly in property values, means a significant proportion of wealth is subject to inheritance tax.

The inheritance tax threshold has remained the same since 2009.

After looking at your circumstances and your objectives we can discuss your options so that you can plan effectively in order that as much of your estate as possible can pass to your loved ones.

Please contact us for a no-obligation conversation.

Please note that the Financial Conduct Authority do not regulate tax planning and trusts.

Inheritance Tax

Planning to leave most of your estate to the government?

You have worked hard for many years, made provisions, invested wisely, and after many years of increasing asset values, particularly in the value of your home, you, like many people, find yourself caught in the inheritance tax trap.

This is no longer a tax exclusive to the rich. These increases, particularly in property values, means a significant proportion of wealth is subject to inheritance tax.

The inheritance tax threshold has remained the same since 2009.

After looking at your circumstances and your objectives we can discuss your options so that you can plan effectively in order that as much of your estate as possible can pass to your loved ones.

Please contact us for a no-obligation conversation.

Please note that the Financial Conduct Authority do not regulate tax planning and trusts.

Protection

What would be the consequence of losing your income due to long-term sickness, suffering a critical illness or your untimely death?

Savings & Investments

What will you need money for in the future? For that special holiday or home move, or to fund your children’s education or university fees, you might need to sacrifice some of your income or savings that you have today for your future financial objectives.

Retirement Planning

Retirement may or may not seem to be a long time away. If you want to be able to do things you dream of, that maybe a hectic work life has prevented you from doing, such as travelling, exploring hobbies, or serving your community, you need to plan as soon as you can.

Inheritance Tax

You have worked hard for many years, made provision, invested wisely, and after many years of increasing asset values, particularly in the value of your home, you, like many people, find yourself caught in the inheritance tax trap.

We entrusted Andrew Graham Wealth Management with our retirement planning, and it has been a game-changer. Their insightful guidance and personalized approach have not only secured our financial future but also given us peace of mind. Andrew’s team is exceptional in crafting tailored investment strategies, ensuring a comfortable retirement. Highly recommend their expertise!

As a client of Andrew Graham Wealth Management, I can confidently say that their commitment to excellence in retirement planning and investments is unmatched. Andrew and his team provided us with a comprehensive strategy that aligns with our goals. Their attention to detail and proactive communication make them a standout choice for anyone serious about securing their financial future.

Andrew Graham Wealth Management has been instrumental in navigating the complexities of retirement planning and investments. Their team’s expertise and commitment to client success are evident in every interaction. Andrew’s personalised approach and strategic insights have significantly enhanced our financial well-being. Trustworthy, reliable, and highly recommended!

Choosing Andrew Graham Wealth Management was one of the best decisions we made for our retirement. Their in-depth knowledge and professionalism in investment planning have exceeded our expectations. The team’s dedication to ensuring our financial security and comfort during retirement is truly commendable. Grateful for their guidance and highly satisfied with the results!

Independent Financial Advice

How we work together

Our approach to investment advice is based on clearly understanding your financial situation, your goals and objectives.

Working together we will go through a process of understanding your needs and objectives designing a plan aligned for your aspirations and goals.

Independent Financial Advice

How we work together

Our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your goals and objectives.

Working together we will go through a process of understanding your needs and objectives designing a plan aligned for your aspirations and goals.