Financial Services

Pass On Wealth Efficiently

Inheritance tax is hitting more people than ever before and finding legitimate ways to reduce any liability can help preserve your family‚Äôs wealth. We can advise you and take account of the implications of Inheritance Tax as part of your overall, ongoing financial plan. Our advisers can recommend solutions which, depending upon your circumstances, can save you and your family significant amounts.

We have experience of both straightforward and complex financial arrangements, and can guide you through the options to find the best solution for you. This may include dedicated insurance policies or structured investment strategies which allow you to take advantage of the available tax reliefs.

Contact Details

114-116 Stricklandgate, Kendal, LA9 4QA


T: 01539 721945

Free Enquiries

Call us on 01539 721945 or complete our Free Enquiry Form and we will be in touch soon (no cost or obligation):

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Client Feedback

“ Easy contact by phone or visit to deal with any financial queries ”