Inheritance Tax Planning

Inheritance Tax is the one voluntary tax that can be avoided by making sure that you:

• Have a will and if you already do, ensure it is up to date
• Maximise the use of all available allowances
• Use trusts to pass assets to your intended beneficiaries

Medical Wealthcare Planning are in the business of creating wealth for clients and just as importantly, specialists in preserving wealth for you and the beneficiaries of your estate.

What people say about us…

• I have known Mr. Alan Mayor since I retired some 15 years ago and he has been my financial adviser ever since. He has made many wise and safe investments for me during this period and I have no hesitation in recommending him to all and especially members of the medical profession.
  Dr. Alan Murphy MBE
  Retired GP, Nottingham