Resources

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. Read our factsheet for more information.

Gale and Phillipson Services Brochure

Having seen off two immoveable, final deadlines our Prime Minister refused to move, we have a new, third final Brexit date of 31st Octber 2019. Read our Investment Director’s summary here.

Read our full breakdown of the Spring Statement here.

When someone dies, Inheritance Tax needs to be considered. Without the right professional advice and careful financial planning, HM Revenue & Customs can become the single largest beneficiary of your estate following your death. To evaluate whether or not Inheritance Tax could become payable, all of your assets you hold at the date of death need to be valued, and reliefs and exemptions determined.

There are many things to consider when looking to protect your family and assets. Whatever your priorities are, the sooner you start thinking about IHT planning, the more you can do.