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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.

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“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.

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Lisa has been fundamental in helping us plan our retirement.

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

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

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

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

Angela Drew

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Footes Financial Planning changed my life completely.

Phil Summerfield

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    Footes Financial Planning UK Ltd. is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number: 692441. Registered office address: Pure Offices, 1 Devon Way, Longbridge Technology Park, B31 2TS. Registered in England & Wales. Company registration number: 7485042.

    The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

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