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Phone:
01788 579033
Email:
info@cwm.com

Death is an unfortunate reality for us all, however, by careful advance planning, we can lessen the impact of any potential inheritance tax due when you die.
Options that may be available to you include placing assets that you hold in a trust which will fall outside your estate for inheritance tax purposes and making full use of annual gifting allowances.
Where appropriate, we may also recommend arranging life assurance to meet any potential inheritance tax liability.