Female hand holding a pen and writing a plan in a planner


Do you need to think about inheritance tax?

It is surprising how this major tax can be avoided following death by planning appropriately, utilising trusts and gift allowances during your lifetime. We will identify if there are needs that require addressing in order to limit the likelihood of burdening your loved ones with the 40% tax rate that is so often overlooked. With the Inheritance Tax threshold being stagnant for so long and there being limited scope of this increasing more and more people are having to pay this tax. We will ensure that sensible and appropriate plans are put in place during our clients lifetime to preserve your wealth.

how can we help you?

How can we help you. Contact us to arrange a financial review.

“I used Roberts Keen to search for a better deal on my mortgage, I’ve now managed to reduce my mortgage by 9 years. That has saved me thousands and I got a better deal on my life insurance too!”

Mrs Lewis
Mrs Lewis, Merthyr Tydfil

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