Protect your wealth with inheritance tax planning
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
- 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.
- Free consultation meeting – a qualified financial adviser will get to know you
- 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.
Provide your details below and we’ll be in touch within the next working day.
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?
Inheritance tax planning
Many people think inheritance tax only influences wealth families, but this often is not the case.
Inheritance and pensions
You may find, if you are not careful, that you can be left with an inheritance tax bill on your pension
Meet our expert team
Independent advice - People block - list (6.06)
Daniel Schofield
Partner - DipPFS
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
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
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.