Estate Planning

Estate Planning

The Money Advice Service in this article describes the “Top 5 ways to cut your Inheritance Tax”. In their article they explain “If you think your estate might have to pay Inheritance Tax, here are five simple things you can do to reduce the taxman’s cut – and not all of them involve changing your will.”  The five ways include the following: make a gift to your partner, giving to family and friends, putting things into a trust, leaving something to charity and taking our life insurance. Read the full article here.

At Beaufort Wealth Management as part of our ongoing fincnail planning service we will discuss IHT and estate planning to keep you updated with your options in this changing landscape. Estate planning could reduce and sometimes even eliminate inheritance tax, leaving more money to your family, friends and charitable causes, rather than the taxman.  Read more about our service here.



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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.