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Protect your wealth with inheritance tax planning

Truly independent and unbiased 

We listen and provide tailored advice 

Fixed, transparent costs

The Private Office profile

How we can help

Many people believe that inheritance tax only affects wealthy families, however, rising property prices have meant more of us are paying Inheritance Tax. By not planning for your inheritance, you are susceptible to a larger bill, leaving less money behind for your loved ones.

Advisers at The Private Office have experience dealing with this area of financial planning. They can help you answer important questions about Inheritance Tax, through a comprehensive strategy, which could include gifting, insurance and vital planning to protect your estate for your family.

We are an award-winning team of independent, Chartered Financial Planning experts who can help you make informed decisions that can protect and grow your wealth.

Our relationship step-by-step

  1. Discovery – a short phone call to understand if we’re a good fit for each other and to assess whether your asset value matches the criteria.
  2. Free consultation meeting – a qualified financial adviser will get to know you
  3. Tailored plan – a personalised plan which outlines the costs for advice and which aims to give you peace of mind for your financial future.

Please note: The value of your investments can fall as well as rise. You may not get back what you invest. The Financial Conduct Authority (FCA) do not regulate cash flow planning, estate planning or tax and trust advice. 

Arrange a free consultation

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Why our clients choose us

Our advice is, and always has been fully independent; we work for you, not a product provider, meaning we are always ‘on your side of the table’. We’ve received many wealth management and financial adviser awards which validate the excellent service we provide to our clients.

Winner of Wealth Planning Firm at the eprivate client excellence awards

A Chartered Firm of Financial Planners

A VouchedFor top rated firm in 2020 & 2021

Tax planning services

Our services are key to reaching your goals and securing your financial future 

Maximising allowances 

Each year we have a range of allowances, but are you making the most of these?

Find out more

Inheritance tax planning 

Many people think inheritance tax only influences wealth families, but this often is not the case. 

Find out more

Inheritance and pensions

You may find, if you are not careful, that you can be left with an inheritance tax bill on your pension

Find out more

For more information about our different services, contact us today

Get in touch now

Meet our expert team

Independent advice - People block - list (6.06)

Daniel Schofield

Partner - DipPFS

Rated 4.7 out of 5

Top Rated Adviser 2022

Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.

Merve Oral

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind. 

Sarah Beall

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.9 out of 5

A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.

Our clients speak for us