Tools & guidance

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How will Inheritance Tax impact what you leave behind? Is leaving your family in a good financial position important to you?

See the effects of inheritance tax

Discover what you can do about inheritance tax

Actions you can take

See how your choices can potentially affect the amount of money you have

Use this tool

Are you ready to to plan your estate?

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Need financial advice?

We can help give you expert advice for your individual circumstances.

See how we can help

Need to talk to us?

To discuss options or book an appointment:

0800 032 4710

Our opening hours are Monday to Friday 8am to 9pm and 9:30am to 7:00pm on Saturday. Calls may be monitored or recorded.

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Everyone's circumstances are different and what applies to one person may not be right for someone else. The suggestions above are based on a general assumption of each planning event and they are not intended to provide advice or recommendation on your individual financial needs.

* Our opening hours are Monday to Friday 8am to 9pm and 9:30am to 7:00pm on Saturday. Textphone: 18001 0800 028 0126

To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.