• Tel: 01444 410 276
  • Foundation Financial Planning, 2nd Floor, 38-42a South Road , Haywards Heath, West Sussex, RH16 4LA, front entrance next to HSBC Bank
  • RH16 4LA

Inheritance Tax and Wills

Since 1998 Foundation Financial Planning has been advising its clients on how to plan for Inheritance Tax (IHT).  Our investment process addresses this tax from the start and through our regular annual reviews we advise and guide our clients on the different ways to mitigate and reduce their exposure to IHT.

Its surprising to many that there are many simple and economic ways to plan for IHT.

Foundation Financial Planning advises on Estate Planning and Lasting Power of Attorneys (LPA's).  We do not use will writing companies but instead work with local solicitors for will drafting.

 

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Our core principle is to 'add value effectively'.


 

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