Swann Financial Consultancy

Senior Partner Practice of St. James's Place Wealth Management

Inherently unfair?

Inheritance Tax is widely viewed as unfair, and even the experts agree it’s complex: only effective and early planning can help minimise its impact on your estate.

Letting your heir down?

Britons are ignoring estate planning tools that could help them to pass on more of their estate to the next generation.

FAQs

Do you have a few questions about Inheritance Tax? This page should answer those for you.

Webinar registration

Our online webinars are free to attend with no obligation. Registration is needed as we also provided you with additional information and Fact Sheets.