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Taxation and Estate Planning

In conjunction with your trusted legal and accountancy advisors, which for most of our clients is Whiting and Partners Chartered Accountants.

Whiting and Partners private tax department can offer knowledge and support in establishing a trust, alongside helping you manage your estate in a tax-efficient manner. We offer an array of compliance and advisory services, including specialist advice on inheritance tax and succession planning, allowing you to plan for the future and ensure you maximise the benefits of your estate.

Why choose us?

Get in touch with your local office and speak to one of our specialist advisers about our what we can offer.

Please note that taxation and estate planning are not regulated by The Financial Conduct Authority.

The Wealth Management Process

Let us help you make the difficult decisions easier by building your wealth and security...Click here to talk to us.

What we offer

Please click on a link below to view information.

A focus on financial planning,
not products »

Unlimited telephone & email access to your adviser »

Investment portfolio construction »

Efficient portfolio management »

Regular face to face review meetings with your adviser »

Advice on all aspects of financial planning »

Taxation and estate planning »

Transparent fee based service »

Our commitment to learning »

Please note that non-regular, i.e. transactional based, clients will not have access to all of these services.

The value of investments and income from them can go down as well as up. You may not get back the original investment.

Click here to see some of our client experiences