Inheritance Tax & Trust Planning

At JKFS we recognise that most people would like their family to benefit from the wealth that they have created over the years.  We pride ourselves on providing the correct solution for our clients in order to meet individual needs and objectives.   

For example we may recommend using a suitable policy to pay the Inheritance Tax to ensure the estate remains untouched for the beneficiaries or it may be the use of Trusts and Investment Planning.  All recommendations will be tailored to the client’s needs.

The Financial Conduct Authority do not regulate taxation and trust advice.