Inheritance Tax Planning

Wanting something to happen after your death means writing a Will so that your wishes are fulfilled.

Putting your monetary transactions into Trust ensures that the financial legacy you leave behind goes to the right people at the best time. Even using the two Nil Rate Bands to help mitigate Inheritance Tax liability still means that you need to review your personal circumstances on a regular basis, just to stay safe.

Let Cleve help you plan for when you can't.

Will Writing is not part of the Openwork offering and is offered in our own right. Openwork Ltd accept no responsibility for this aspect of our business. Will Writing is not regulated by the Financial Services Authority

 

Contact Us

Cleve McCurdy DipPFS
9 High Elm Drive, Hale Barns
Altrincham, Cheshire WA15 0JD

Tel: 0845 257 9532
Mobile: 07774 414 424
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