Receiving advice on estate planning ensures that you can pass more of your estate to your family when you die and less of your wealth ends up being paid to the Government in inheritance tax. Stockdale & Co will be able to provide advice on using your annual exemptions and how to make investments that can reduce the amount of inheritance tax your estate will have to pay, leaving more of your wealth to your chosen beneficiaries.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.