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.
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People We’ve Helped
Meet Rob
‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things.’
Meet Di & Trevor
‘People just don’t understand what’s possible without taking financial advice and we certainly didn’t think that this lifestyle would be possible. You do need to get professional advice, you can’t do this alone. Thanks to Sue and the Riverfall team for pulling out the stops and enabling us to have a financial future we didn’t think was possible.’
Meet Viv & Steve
‘It’s such a massive decision and you worry about who you can trust. We had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now happily retired, sooner than we had thought possible.’
Meet Lindsey
‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.
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.
Shaun Brennan DipPFS BSc (Hons), Financial Planner
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, 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.
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.
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.
How can we help you?
