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 Inheritance Planning

We 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?

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.

There are a range of products related to Inheritance Tax Planning we can discuss with you to ensure your wishes are taken care of and safeguard your estate for your family.

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Contact Us

(CHESHAM OFFICE)
Sovereign Financial Services

70 The Broadway
Chesham
Bucks
HP5 1EG

Tel: 01494 792737
FAX: 01494 791970

EMAIL:
enquiries@sovifa.co.uk


(WENDOVER OFFICE)
Sovereign Financial Services

SMP House
South Street,
Wendover
Bucks
HP22 6EF

Tel: 01296 620533
FAX: 01296 620544

EMAIL:
enquiries@sovifa.co.uk

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Sovereign Financial Services is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk) under reference 459766.

The FSA do not regulate some forms of Inheritance Tax Planning

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

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