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.

 

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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 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. 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