Spinningfields Lifetime Partners

Inheritance Tax & Estate Planning

In recent years there has been much change within this sector and it’s important to each and every client that they understand the implications of inheritance planning. We will assess your personal circumstances including a comprehensive evaluation of your assets and liabilities, within that being the requirement to address how any investments, pensions and death in service benefits are established.

With the right planning from Spinningfields Lifetime Partners, you can help drastically mitigate or possibly eliminate the tax liability altogether for the benefit of the ones you care about, all part of the long term structure we will put in place for yourself and family.

Legal Disclaimer: 

Tax treatment varies according to individual circumstances and is subject to change.

The Financial Conduct Authority do not regulate inheritance tax and estate planning.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Need an Adviser?

We will tailor our advice to suit your individual financial requirements and unique circumstances.
Our initial consultation is free so contact us today to discuss how we can help you.