ESTATE & INHERITANCE
TAX PLANNING

Expert estate & inheritance tax planning to protect and pass on your wealth.

WE’RE 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.

request a call

People We’ve Helped

How we can 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.

OUR EXPERT’S VIEW

Do you want flexibility, access to and control of your assets whilst inheritance tax planning? We look at the Lifestyle Trust, which is being called the ‘have your cake and eat it’ trust.

later-life-planning-v2-nottingham-riverfall-financial

Simon Phippen, Founder and Director

INHERITANCE TAX PLANNING GUIDE

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.

inheritance-tax-planning-guide-nottingham-riverfall-financial

Inheritance Tax Planning, Will Writing, Trusts and Taxation are not regulated by the Financial Conduct Authority.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.

Let’s talk

Do you want expert advice to protect and pass on your wealth?

Book your free initial consultation with one of our expert financial advisers.





See our Privacy Policy

WHAT OUR CLIENTS SAY

We are proud of the feedback we’ve had from more than 200 client surveys and our overall satisfaction score is 93%. What our clients think of our service is what matters most to us.

i-am-very-grateful-for-the-excellent-help-and-advice-received-from-shaun-brennan-and-felt-100-confident-in-the-service-provided
pension-advice-read-our-magazine-the-bridge-nottingham-riverfall-financial

Read Our Magazine
‘The Bridge’

Communicating with our clients is important to us, so we create our very own in-house 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 estate and inheritance tax planning.

riverfall-financial-fav-white

Join our mailing list to receive our email Newsletter.

How we can help you?

finincial-planning-nottingham

Financial planning

Create financial certainty about your future

Start planning

investments-nottingham

Investments

Build and safeguard your wealth

Build your wealth

retirement-planning-nottingham

Retirement planning

Plan your perfect retirement

Plan to retire

protect-whats-important-nottingham

Protect what’s important

Prepare for life’s unexpected surprises

Get prepared

later-life-planning-nottingham

Later life planning

Make the most of your later years

Future planning

estate-and-inheritance-tax-planning-nottingham

Estate & inheritance tax planning

Protect and pass on your wealth

Pass it on

back-to-top