Cathedral Independent Financial Planning Ltd

Independent financial advice in Bedfordshire / North London / Oxfordshire

Contact us

Where are we based?
Bedfordshire / North London / Oxfordshire
All enquiries:
In first instance call our central contact number
01234 752502
and you will be transferred to your local adviser
or send us an email
Where are we based? Bedfordshire / North London / Oxfordshire

All enquiries:
In first instance call 01234 752502
or send us an email
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Inheritance tax

Image of a young girl sitting on her grandmother's knee illustrating the importance of inheritance tax planning with Cathedral Independent Financial Planning LtdInheritance tax is paid on your estate when you die and effects estates with a value more than the inheritance tax threshold. To preserve the value of your estate there are measures you can take, ensuring a maximum amount is passed to your beneficiaries. These include investing in property, transferring your assets to a trust or taking out life assurance to cover the cost of the tax.

We can help you plan to avoid unnecessary tax on your estate being paid. Why not get in touch to discuss what you can do now? Call us today on 01234 752502 or send us an email.

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Find out more about Estate planning

  • Long term care and later life advice
  • Wills
  • Inheritance tax

Cathedral Independent Financial Planning is a trading name of Fairstone Financial Management Limited. Fairstone Financial Management Ltd is authorised and regulated by the Financial Conduct Authority (FRN 475973). Registered in England and Wales (Company Number 05574120).

Registered office 11 Mill Road, Cranfield, Bedfordshire, MK43 0JG.
Registered in England and Wales No. 4127081.

 

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