Who We Are

First, you have to know what to do, then you have to know how to do it

We’ve built a Legacy Planning team so good, we believe it takes everyone else out of the equation..!

20,671

Property Professional LinkedIn connections

77

Years combined wealth tax experience

100%

Compliance with legislation

Family wealth transfer, tax nerds..

Our advisory team are all fully qualified, highly skilled, practising professionals. All tax advice is provided, in writing, by Chartered Tax Advisors

If you relate to the following then we want to work with you:

When you started out you never planned to give the taxman 40% of everything, but that’s the default position, unless you take action

Maybe you started your own business from scratch..

In the early days of business, no one had any free time or leisure, just pressure and worry. Some of the things you had to do to succeed were not enjoyable

Likely, you faked it at first but you got smarter every day. You stuck with it, found some actionable insight, turned it into a winning formula, replicated it, and built your business

You focused on the parts you enjoyed, and were disciplined with the parts you didn’t

Your business had a purpose, a vision and a mission. Your primary objective was to make money and create value which, like everyone else, one day you want to pass 100% to your children

Passing on your life’s work to your children and loved ones is your legacy but, without proper planning, HMRC will confiscate 40% of everything after you die

To properly plan, first you have to know what to do, then you have to know how to do it and you simply can’t do that yourself. We’ve built an expert team, from across the professions, to handle every aspect of your legacy planning for you, and for your children and loved ones, after you’re gone. It’s what we do, it’s all we do

Knowing you’ve done the best you can for your family is a landmark moment!

There are risks and costs to any program of action but they are far less than the long-range risks and costs of comfortable inaction’ JF Kennedy

‘We think too small, like the frog at the bottom of the well. He thinks the sky is only as big as the top of the well. If he surfaced, he would have an entirely different view’

– Mao Tse Tung

From our founder

‘Every great achievement was a vision before it became a reality’ Henry Kissinger

Hello, Fellow Human..

Me? I’m a hard working nobody! I’m content being a nobody, not a somebody

You, need to know that when you die, HMRC will confiscate up to 40% of everything you’ve worked for, unless you take action

You also need to know that UK law allows you to plan ahead, and Inheritance Tax (IHT) is voluntary!

We solve that problem for you..

My team of Chartered Tax Advisors specialise in the tax-efficient transfer of family wealth, intact, from you to your children and loved ones, and beyond

It’s what they do, it’s all they do, and they’re very good at it..

We’re deliberately different to all the ‘me too’ processors you’ll find at the end of your Google search

It’s FREE to get started, so let’s talk..

Martin Beadle
Founder

What our clients say

In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble

John Reilly, Managing Director

John Reilly (Civil Engineering) Ltd

Clients we work with

Here’s what you need to do

One day you will wake up and there won’t be any more time to do the things you always planned to do, so start right NOW

60 complimentary minutes that could save you 40% IHT – you do the maths!