Pass on wealth efficiently

What we can help you with

Protect your family’s wealth by managing your inheritance tax liability, including:

  • Gifting
  • Effective use of trusts
  • Investments free from Inheritance Tax
  • Life assurance

Life Assurance plans typically have no cash in value at any time and cover will cease at the end of the term.  If premiums stop, then cover will lapse.

Why Thomson Hayton Winkley Financial Services?

Inheritance tax is hitting more people than ever before and finding legitimate ways to reduce any liability can help preserve your family’s 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.

The Financial Conduct Authority does not regulate Inheritance Tax Planning


You are now leaving the website of Thomas Winkley Financial Services and entering Thomson Hayton Winkley Estate Agents. Thomson Hayton Winkley Estate Agents is a website that is not covered under the Financial Conduct Authority or Lyncombe Consultants. We are not responsible for the content of the website and services provided are not afforded protection under Lyncombe Consultants Ltd or The Financial Conduct Authority.

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