Inheritance Planning

We provide personalised inheritance planning services to help provide for your family's financial security

The transfer of assets by way of inheritance can result in considerable tax liabilities, which can in turn compromise the security of your family's future finances. Thorough research and careful planning can help reduce inheritance tax charges and often by substantial amounts.

Clinch Wealth Management holds considerable expertise in this area and can provide you with advice and planning so that your assets are inherited as tax efficiently as possible. We can arrange tax efficient and cost effective insurance policies to ensure your family’s financial security in the event of your demise.

We can recommend a suitable tax and legal advisor, if required.