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Why Use Us?

We specialise in assisting clients to mitigate inheritance tax legally and without touching the grey areas of tax avoidance and evasion.

Don’t misinterpret, IHT planning IS tax avoidance; however, many have started using ‘avoidance’ to refer to ‘contrived’ tax planning, but the widely accepted definition of ‘avoidance’ is ‘legal tax planning.’
 

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We have many years of experience to help you in your decision making process…

We have been offering this service for many years and we are more than experienced to help you in your decision-making process.

Inheritance Tax itself sounds daunting however, we are here to ease the process for you.

There are numerous ways to mitigate Inheritance Tax Planning (IHT), but we find that the majority of cases utilise a combination of the following:

Inheritance tax planning traffic light comparison

AccessSpeedSimpleControlCost
Gifting
Whole of Life
Loan Trust
Discounted Gift Trust
Flexible Reversionary Trust
Business Property Relief
How each of the solutions fare in relation to these issues is indicated above using a traffic light system; green being the most favourable.

Please note: this graphic is subjective to change, not every expert will agree on the distribution of colours. There is much more to know before you act and that you should always seek financial advice first.

Start planning today…

Our company has the expertise to help clients navigate the complexities of inheritance tax, enabling them to make the most of their assets.

If you’re confused about inheritance tax, or you’d like to learn more about getting your affairs in order, our specialist service is here to help.

Business Property Relief Schemes invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

IHT Planning is best dealt with holistically, taking into account all of your finances and goals

We have many years of experience in advising clients across the country who wish to protect their estate, and we provide a tailored service for each individual. Our company is well qualified to answer questions and enable you to organise your assets.

Based in Devon

Verified client
They gave me their time to help choose the best options for me going forward and to help plan for down the line. I know I'm in good hands.

Based in Cumbria

Verified client
Ripley Wales Financial Planning have looked after our finances now for over ten years and we feel more than qualified, on that basis, to unreservedly recommend their services.

Based in Cambridgeshire

Verified client
They have managed my pension and income drawdown, keeping in touch regularly about decisions to be made, and making useful strategic suggestions.

Based in East Sussex

Verified client
They did a great assessment on risk and a gained a detailed understanding of my goals and set a course accordingly.

Based in Cornwall

Verified client
They showed me what was possible, what I needed to do to achieve this and a likely outcome. But also pointed out the possible high's and the low's.

Based in Devon

Verified client
They were very knowledgeable and professional without any awkwardness, I immediately felt relaxed and confident that they could assist me.

Based in Hertfordshire

Verified client
Ripley Wales Financial Planning advised me on the best ways to protect my pension fund and how to plan for my desired future.

Based in Buckinghamshire

Verified client
They keep a keen interest in the performance of the investments within the pension and advise me when they think we should change anything.

Based in Cornwall

Verified client
By looking at our personal situation and finances they started investing for us, by assessing our comfort levels for 'risk' and tailoring our investments.

If you have any questions or queries call us on: 0800 093 4115

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0800 093 4115
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0800 093 4115