Inheritance Tax Planning

Inheritance Tax Planning:
Protecting your wealth for future generations

Protecting your wealth for future generations and mitigating future potential tax liabilities requires specialist financial advice in what is a complex but vital aspect of good financial planning. We work with specialist partners in the delivery of inheritance tax planning advice to provide you with the added security and confidence that your affairs are well looked after.

• Inheritance Tax Planning Review Services
• Discounted Gift Trusts
• Gift and Loan Trust arrangements
• Specialist Inheritance Tax Planning Schemes
• Trust planning services

The Financial Conduct Authority do not regulate tax planning or trust planning.

Curo Wealth is a trading style of Curo Holdings Limited Liability Partnership which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, number OC398378. It is entered on the FCA register (www.fca.org.uk) under reference 708527