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Inheritance tax planning

The changes in inheritance tax that came into force in 2017 are important to know as you or your estate may be affected. I can advise on your position under the present rules and discuss how to ensure your beneficiaries are adequately protected.

The FCA does not regulate Inheritance Tax Planning.

© Emma Storey Independent Financial Planning 2023 All Rights Reserved
Emma Storey Independent Financial Planning Limited
101 Washingborough Road, Heighington, Lincoln LN4 1QP
Tel: 01522 794246 • Mobile: 07813 509 599 • Email: emma@emmastoreyifp.co.uk
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Emma Storey Independent Financial Planning Limited is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Emma Storey Independent Financial Planning Limited is entered on the FCA register (www.FCA.org.uk) under no. 695077.

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered office: 101 Washingborough Road, Heighington, Lincoln, England, LN4 1QP. Registered in England and Wales Number: 09510585.

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Independent Financial advice in Lincoln - Emma Storey Independent Financial Planning

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Tel: 01522 794246
Mobile: 07813 509 599

Inheritance tax planning