Inheritance Tax Planning

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Head Office Tudor Acre, South Park Crescent Gerrards Cross Bucks SL9 8HJ Tel: 01753 889933 Also at: 7 Haywards Close Hutton Brentwood Essex CM13 1RS Tel/fax 01277 217585 Email: info@ safeinsuranceagency.com
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Inheritance tax ~ independent financial advisors

Being independent allows us to work on YOUR BEHALF!!

Are you concerned what will happen to your estate on your death?

What Inheritance tax, if any, would be payable? (previously known as "Death Tax").

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?

Consultations throughout Berkshire, Bucks and Essex - CALL US NOW ON 01753 889933

We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.

The Safe Insurance Agency Ltd is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk) under reference 224139.

For advice on any of the above, Contact Us now.

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