Estate and Legacy Planning

We spend a lifetime building our wealth.

How you pass it on after your death can become of greatest importance.

It’s not just about passing on your wealth though. It should be about enjoying your life now and ensuring your wealth supports you and as much as is possible managing or reducing your Inheritance Tax bill.

Our independent financial planners will work with you to discover the most effective way to protect your assets for you to pass them on to those you love.

 

Complete the form below to receive a callback:

Contact Us

We would love to answer any questions and/or schedule a free consultation. Please call us or send us an email by completing the form below.

If you would like to speak to an adviser in your local area, please leave a message below (including your postcode), and an adviser will contact you as soon as possible.

Please also indicate which services you are particularly interested in:

Please select

15 + 8 =

01223 869030

Head Office

The Barn

Downing Park
Station Rd
Swaffham Bulbeck
Cambridge
CB25 0NW

Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04298592

Your home may be repossessed if you do not keep up repayments on a mortgage

The firm is not responsible for the content of external links

Will Writing and Some forms of Estate and tax planning are not regulated by the Financial Conduct Authority

Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future return