Protect Your Family
Speak to an experienced inheritance tax specialist who knows all the ins and outs of saving inheritance tax on your estate including all 251 rules, allowances and exemptions on inheritance tax.
Speak to an experienced inheritance tax advisor who would ensure your family and not HMRC get the benefit of your life’s work.
Speak to an experienced inheritance tax planner to who fully understands family dynamics and would interpret the rules and principles of inheritance tax to suit your family and financial circumstances so that we minimize, and often reduce to zero, the inheritance tax bill on your life’s work.
Arrange a free 45 minute, no-obligation discovery call with me to discuss your options.
“My name is Ade, and I’ve been helping people write their wills and set up the legal structures needed to ensure they don’t pay UK inheritance tax for over 35 years. If your estate is worth £500K to £5million I can help you safeguard it against inheritance tax, not just when you die, but for future generations too.”
What You Can Expect
Advice for Your Situation
Your family and your financial situation are like no other, therefore your inheritance tax planning should be unique.
With me, there are no templates and no cutting and pasting.
I start your inheritance tax planning with a blank sheet of paper and commit myself to your goals
In your free discovery call, we’ll discuss your aspirations for your estate and I outline how you could apply the exemption rules, allowances and principles to meet your aspirations for your family’s future financial wellbeing by keeping your inheritance tax bill to as near zero as possible. And, I shall help you understand how the evil of inheritance tax turns a Rolls Royce to a Mini.
A Clear Understanding of Your Options
Your discovery call will leave you with knowledge of the tools you can use to keep your assets safe from HMRC, so that you understand how you can:
- Use trusts – including life interests trusts, interest-in-possession and discretionary trusts – to keep your money and other assets in the family
- Transfer or give assets before your death to avoid tax (and know the benefits and potential pitfalls of doing this)
- Finalise a will that leaves no room for disputes or uncertainties.
A Plan with Honest Pricing
I respect your intelligence, and once we have together assessed your needs, I will give you a fixed price that covers all the work needed to put your plan into action.
A 365-day Money-Back-Guarantee
You get a 365-day money-back guarantee. If you’re not satisfied with your will and the tools put in place to protect your estate, I’ll return your money in full. You’ve a whole year to ask for your money back. No questions asked.
Unlimited Free Changes to Your Plan
Yes, that’s standard at Maximum Inheritance Specialists, because situations and relationships change. It’s a fact of life. So, we’ll make changes to any wills we write as part of your inheritance tax planning free of charge.