1. Introducing The Inheritance Planning Company
F or 20 years we have been helping people to protect their family's future
inheritance against a variety of often unfamiliar and highly damaging legal,
financial and taxation risks.
In the process we have often enabled families to avoid losing tens, even hundreds
of thousands of pounds unnecessarily.
 We have extensive and specialist Legal/Technical skills including:
o Inheritance law
o Inheritance-related tax-efficiency including:
Inheritance Tax, Capital Gains Tax, Corporation Tax
o Property, Asset and Business protection
o Pension and Death In Service protection
o Non-domicile and international matters
o Wills, Trusts and Probate
 An experienced legal team
o All legal documents produced and checked by qualified staff
 Professional Indemnity insurance – minimum £2 million per case
o We are pleased to say we have had no claims ever
o We take full responsibility for advice and solutions provided to clients
It is important to realise that there is so much more to protecting the value of your
family's inheritance than just the seemingly obvious issue of taxation.
Time and again our clients have come to realise that their Will (if they have one) and
other provisions may be technically legal - but they are not at all financially
sound. Certainly 'all to spouse Wills', where everything is left husband-to-wife or
wife-to-husband, are frequently worryingly inadequate. Families can - and too often
do - find themselves unexpectedly losing large amounts of money in a surprising
number of different ways.
In these already economically uncertain times, avoiding the risk of such financial loss
is more important than ever.
To ensure peace of mind, we can quickly and easily review with you whatever
provisions you may have in place already - and there's no charge for talking with one
of our specialist Client Advisers.
The Inheritance Planning Company Ltd
Little Gaddesden, Berkhamsted, Hertfordshire HP4 1PN
Tel: 01442 500560 - Fax 020 3004 1711
Registered In England No. 2477524 Registered Office: 15 Grove Road, Bedford MK40 3JJ