Inheritance Tax Planning

Inheritance tax is an area of planning that needs to be addressed in its own right. We specialise in providing advice to families on the best ways to pass on their legacies in a way that keeps the burden of IHT as low as possible. If you are conscious that you want to preserve your estate it is never too early to have the conversation about IHT planning.

We use a wide variety of products and tools to help with IHT planning including Whole of Life policies, Discretionary Gift Trusts and Gift and Loan Trusts, Business Property Relief, personal exemptions, gifting, gift intervivos, Lifetime transfers, trusts.

Through our sister company Bigmore Will Writing Limited we can also offer tailored will writing lasting power of attorney and trust work.

Investment Inheritance solution | Bigmore Associates | IFA

Today, we offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances. You can find us listed on many reputable financial directories such as , and

Bigmore Associates is authorised and regulated by the Financial Conduct Authority.

Talk to us about:

Pension transfers
Pension savings
Stakeholder pensions
Occupational pension transfers
Self Invested Personal Pensions (SIPPs)
Retirement annuities
Impaired life annuities
Income drawdown
Group/Company Pension Schemes
Commercial Property Finance
Development Finance

Lifetime Mortgages
Buy to Let mortgages
Residential mortgages
Endowment reviews
Life assurance
Critical illness
Shareholder protection
Keyman assurance
Mortgage protection
Private Medical Insurance
Structured investments
Cash deposits

National Savings & Investments
ISA savings
OEIC portfolios
Offshore Bonds
Onshore Bonds
Alternative investments
Inheritance tax planning
Family trusts
Offshore savings
Inheritance trusts
Solicitors & Accountancy introductions
Lasting Power of Attorney

 Contact Adam by phone or email to arrange an initial appointment.

To find out more, call us on 01932 253939 or email us at © 2010. Bigmore Associates.

Bigmore Associates Ltd are Authorised and Regulated by the Financial Conduct Authority

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