Sound like you?What can I do to reduce any Inheritance Tax liability?

Secure your family’s future

Ensuring your family is financially secure for the long term is a common goal, so you want to do things right and have an expert to guide you.

Consider your options

It’s important to consider any tax implications that your family may need to resolve after your death, which is why you must speak to a trusted financial planner like us.

Passing on wealth

Passing on wealth now could make financial sense for you and your families future, providing of course you have sufficient aside for your future needs. Which again is where we can help.

Planning ahead can significantly reduce the amount of Inheritance Tax (IHT) your loved ones may need to pay

There are lots of options available to you and your family, including making gifts during your lifetime, using your annual gift allowance, leaving money to charity, and ensuring your will is up to date and tax-efficient. More tax-efficient investments can potentially be considered, as well as placing certain assets or investments into Trust.

Keep in mind there’s no one-size-fits-all approach to managing this complex area of financial planning. What works best for you will depend on your unique circumstances, values, and goals. Every family’s situation is different, so it is wise to seek professional advice to create a tailored plan that ensures your wealth is passed on as tax-efficiently as possible.

“Lisa took the strain off long term financial planning.”

R. Deering

Gloucestershire

We're here to support you through it all.

We recognise that this is a complex area of financial planning, often dealing with different generations of the same family with a goal to ensuring as much wealth that has been built up is maintained after you’re gone.

We can work with you and your family to ensure your will and any trusts are structured tax-efficiently and keep your plans up to date as your circumstances change. With support and expert guidance, you can feel confident that your estate will be managed effectively, providing clarity and peace of mind for you and your loved ones.

The Financial Conduct Authority does not regulate will writing and taxation and trust advice.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

Darren and Stephanie

I’m confident about my financial future thanks to Lisa’s sound advice.

Stephen Orme

Working with Footes makes us feel very confident and very secure.

Tracey and Rob

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Tim and Carolyn

Lisa has been there every step of the way as our financial needs have changed over time.

Angela Drew

Footes Financial Planning changed my life completely.

Phil Summerfield

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of clients would recommend us to their friends, family or colleagues

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believe that working with us has helped or will help them achieve their financial goals

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were satisfied that we understood their needs, goals, aspirations and objectives

Bridget Brooks

18 August 2026

It has now been just over four years since I retired, and any worries I had about moving from an employer-supported scheme to working with an independent financial adviser quickly disappeared. From the start, Lisa was approachable, reassuring, and very easy to talk to. She made what first felt like a daunting process much simpler, taking the time to explain everything clearly while really understanding our day-to-day lives and our hopes for a long and comfortable retirement. Since then, communication with Lisa and her team has been excellent. The regular, detailed annual reviews give us real confidence, and the monthly updates mean I always feel informed and reassured about how my pension is performing.

Anthony Evans

1 August 2026

Have been receiving help and advice for almost 10 years from Lisa and her excellent colleagues, and cannot recommend enough. Lisa is great at explaining what are quite involved processes. Her friendly assistance and advice has been a game changer for myself and wife in our now retired days. Many thanks to her to enable us to feel relatively financially comfortable. Very very highly recommended

Maria Barnard

5 July 2026

Lisa is friendly and approachable; she takes the time to explain things in a way that's easy to follow, her advice is easy to understand and genuinely helpful. Very grateful for her continued guidance.

Steve P

20 June 2026

I have nothing but praise for Lisa and her team. My wife and I have been with Lisa for many years and during that time Lisa has provided excellent advice in a warm and friendly manner and always has our best interest at heart. I throughly recommend Lisa to offer top financial advice.

Debbie Husler

26 March 2026

Lisa has been looking after our investments for 6 years. We're very pleased with the progress. Lisa is always available if we have any questions and we have a full annual review which is useful. We also receive quarterly reports. Very impressed with the service and advice provided. Would highly recommend.

Albert Cook

17 February 2026

We've been with Lisa Footes for a few years now, during this time she has given us impartial advice, never trying to "sell" financial products to us , but guiding us through the best options available. Always with a friendly smile and at a reasonable price. We highly recommend Lisa and her team Albert Cook on behalf of Mrs A Lewis

Chris Roberts

11 December 2024

Excellent advice over the years. Friendly, honest relationship.

Malcolm Hayes

10 December 2024

Friendly and knowledgeable advice

Gillian Cattell

8 December 2024

Lisa and her team are trustworthy knowledgeable and above all friendly we've been with her since the beginning

Phil Summerfield

7 December 2024

Lisa and her team are simply outstanding. When I was offered a redundancy package I spoke with Lisa who expertly guided me through the extremely complex and, to me, unknown world of pensions and financial planning, taking time to understand my personal circumstances and make me feel confident that my future would be both financially comfortable and secure. Lisa and her team are always available to give sound advice and guidance on all aspects of my financial well-being. I highly recommend Footes to all my friends and family.

Andrew Dennis

28 November 2024

My experience of Footes Financial Planning is that it is professional, useful, comprehensive, friendly and efficient.

John Pearshouse

28 November 2024

Lisa and the team have always been very professional and offered sound advice on my investments.

Paul Robinson

28 November 2024

Lisa and the team have been and still continue to be very professional. They have always helped me with any issues that I've had. As well as providing a professional service they are always friendly and helpful and very informative too.

Chris Cooper

28 November 2024

Lisa gives consistently sound advice and is always contactable.

Charles Baker

27 November 2024

Footes have sorted my finances superbly. An excellent team headed by Lisa. Always there with any queries or worries.

lynda clifton

27 November 2024

Exceptional service with excellent results .

James Preston

30 June 2024

Caring and attentive. Accessible team and highly professional all round.

Nigel Cutler

23 August 2023

We needed to find a recommended SOLLA registered advisor to assist us in the financial planning of our mothers on going residential care fees. Lisa's expertise & knowledge of the financial products associated to this long term care requirement was just what we needed. Taking out a care annuity is a big financial decision, but with Lisa & her teams research into the facts, figures & additional advice associated to this type of product, gave us the confidence we needed to go ahead and purchase one for our mothers residential care requirement. In addition, from the start to the end of the process, communication from Lisa & her team was second to none. From our own experience, would have no hesitation in recommending this company to others.

Sound like you?What can I do to reduce any Inheritance Tax liability?

Secure your family’s future

Consider your options

Passing on wealth

Planning ahead can significantly reduce the amount of Inheritance Tax (IHT) your loved ones may need to pay

“Lisa took the strain off long term financial planning.”

R. Deering

We're here to support you through it all.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

I’m confident about my financial future thanks to Lisa’s sound advice.

Working with Footes makes us feel very confident and very secure.

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Lisa has been there every step of the way as our financial needs have changed over time.

Footes Financial Planning changed my life completely.

0

of clients would recommend us to their friends, family or colleagues

0

believe that working with us has helped or will help them achieve their financial goals

0

were satisfied that we understood their needs, goals, aspirations and objectives

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