Estate and
Inheritance Tax Planning
Expert estate & inheritance tax planning to protect and pass on your wealth.
How can we help with
your inheritance tax planning?
Taking a comprehensive view
We will take a comprehensive view of estate and inheritance tax planning so that all the important issues are factored into your plan, including how the value of your assets may change over time.
Protecting your wealth
As well as planning how your wealth is passed on to your loved ones, it’s important to make sure your own financial security is maintained. We’ll look at the full range of available inheritance tax solutions, together with the options for maintaining control of your assets and related income during your lifetime and for future generations.
Protecting a property portfolio
from inheritance tax
If you own property which is already held within a company, we can advise on succession planning and protecting the shares from inheritance tax. If not held within a company, we can explore the advantages of transferring it to a corporate entity.
Ensuring you have an up to date Will
We all know the value of having a Will. Yet few people recognise that once made, a Will should be reviewed at regular intervals to accommodate new developments in your personal circumstances, tax and other legislative changes.
How to reduce your liability
Think inheritance tax doesn’t apply to you? Think again. More families are being affected, often without being aware of it. We look at how to protect your wealth.
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Your Estate Planning & Inheritance Tax Experts
Managing your estate in your lifetime and planning your legacy allows you to provide financial assistance to your family when they need it most and minimise any tax liability you might leave behind.
We offer inheritance tax planning that protects your wealth in your lifetime and for future generations.
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Our Expert’s View
Think inheritance tax doesn't apply to you? Think again! More and more families are being affected, often without being aware of it. We look at how to protect and pass on your wealth.
What our
clients say
Frequently Asked
Questions
Absolutely not. Your first meeting, typically lasting an hour, is at our expense and is the opportunity for you to decide if you would like to work with us. It is also an opportunity for us to ensure that we can add value for you before proceeding any further.
We are based in Ruddington and also have office space in Mountsorrel near Loughborough as well as central London. For directions to our Ruddington office please visit our About Us page.
We would always suggest, where you are comfortable and where practical, that your initial meeting is held face to face. We also have Teams conference calling and are happy to speak over the telephone. Call us today and one of our team will be happy to set up an appointment time, day and method that suits you best.
We offer Personal Planning, Business Planning and Mortgages & Protection, including Final Salary Pension Transfer Advice. If there’s an area which we can’t offer assistance on we will help you source alternatives if suitable. We would be happy to run through everything that we offer in an initial, no obligation meeting.
All of our fees are agreed upfront and before any chargeable work is carried out, providing you with the peace of mind that you understand exactly what you’re paying. We also offer a range of payment methods. Our planners are happy to discuss our fee models in an initial, no obligation meeting and will always provide a bespoke proposal for your consideration.
Read our magazine
‘The Bridge’
Communicating with our clients is important to us, so we create our very own magazine, into which we pour the expertise of the Riverfall Financial team.
It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.
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