Easby Gale & Phillipson
Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA
T: 01609 760960
F: 01609 761189
E: ifa@egandp.co.uk
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Inheritance Tax Planning
Planning ahead and setting out clearly who should get what from your estate allows you to make sure your children, grandchildren and other proposed beneficiaries are looked after when you die.
Making sure your hard-earned assets aren't going to the Government in Inheritance Tax and finding the best legitimate options to safeguard an inheritance so that it is received safely in the hands of the intended beneficiaries can be avoided through careful planning.
How Easby Gale & Phillipson can help
Our Independent Financial Advisers can help you understand the basic concepts of Inheritance Tax and can also provide appropriate advice and analysis of your planning needs, by helping you to:
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Understand what is required when making a 'Will'
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Understand tax exemptions
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Avoid inheritance tax
For advice please Contact Us now.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
EASBY GALE & PHILLIPSON is the trading name of Easby Financial Management Ltd and Gale & Phillipson (Life & Pensions) Ltd which are authorised and regulated by the Financial Services Authority. The Financial Services Authority (FSA) regulates the financial services industry in the UK and their address is 25 The North Colonnade, Canary Wharf, London, E14 5HS. You can check this on the FSA’s Register by visiting the FSA’s website http://www.fsa.gov.uk/register/home.do FSA Number 195080 for Easby Financial Management Ltd and FSA Number 142752 for Gale & Phillipson (Life & Pensions) Ltd, or by contacting the FSA on 0845 606 1234.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.