The Independent Asset Management Company is authorised and regulated by the Financial Conduct Authority.

Our partners are SR Whiteway, SJ Parkin and BA Rowland-Smith. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk

 

 

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You already pay significant tax on your hard earned assets. Careful planning now can ensure you don’t pay twice.

 

Most people want control of their estate when they die, and to make sure their loved ones are financially secure, grandchildren can enjoy a university education and family wealth is preserved for future generations.

 

But huge increases in property values in recent times means many people are unaware that they are at risk of inheritance tax. Our experts can ensure your family is protected to reduce the amount of tax they could be liable for within this complex area of law.

Inheritance tax options