If you are deciding who is to benefit from your Estate
or you are expecting to inherit yourself, careful planning
can prove of vital importance.

Inheritance Tax affects an increasing number of families, especially with rising house prices, and use of the current exemptions should be made.

Jeremy Whately-Smith is able to offer a diverse and innovative approach to planning, using a number of leading specialist products.

These include:

• Specially Tailored Schemes for Inheritance Tax Planning
• Suitable Trusts*
• Will Writing** Services
• Estate Planning – to include the correct use of Investment Vehicles and Protection Policies

*Trusts are not regulated by the Financial Services Authority.
**Separate and distinct Service to those offered as a representative of St. James's Place. Wills are not regulated by the Financial Services Authority.