Inheritance Tax Planning

Helping you preserve and protect your wealth for future generations.

Whether a wealth creator or a wealth inheritor, we can help you develop a plan that will ensure your legacy continues to family, friends or charitable causes that mean the most to you. At WTK, we have found that as your wealth grows, so do the complexities around managing, preserving and passing on that wealth.

Through careful planning, we can simplify those complexities, and help you and your family make the important financial decisions that will ensure your wealth is transferred in the most tax-efficient way for future generations.

The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, Inheritance Tax Planning or Cashflow Modelling.

If you are interested in protecting your wealth for future generations, please call us: 01244 660 793