What we do

Inheritance Tax Planning

Planning the affairs of your estate is an important matter and often disregarded by many as something to do later!

Family wealth is hard earned but equally lost through lack of planning. There are some very basic planning tools which can be used to help protect your family and mitigate your estates liability to Inheritance Tax.

We assist many clients to plan their affairs so that their estate is managed in the most tax efficient manor to allow the preservation of wealth for future generations.

If you would like a health check of your current affairs or you already know what you would like to achieve then please give us a call and we will be happy to assist.



Keith has been involved in my business for its entire eight years, providing advice and helping to set it up initially. In the interim Keith has provided book keeping, tax and general accountancy services for Design Development Ltd. assisting in all aspects of its financial streamlining.

Keith (and his staff) are always available to provide helpful and incisive support when called upon and I have personally found Keith to have the utmost integrity when dealing with my affairs.

Ian Russell