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
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..!
21,548
Property Professional LinkedIn connections
84
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
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
- 5
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!