No one wants to think about “what if?” but at Minerva Financial we make it easy to build a plan for the future. Our Estate Planning, protection and Inheritance tax service focuses on making sure your assets are passed on in the most tax efficient and flexible way - both during your lifetime and after.
Inheritance tax can have a big impact on the financial futures of loved ones, and planning a strategy early can help minimise its impact. We make sure you can live the life you want, effectively support causes dear to you, and pass on your wealth when the time comes.
Where significant wealth will be passed through families, we can assist with inter-generational family planning, family constitutions to ensure values are cascaded, and also next generation financial education.
Tax planning advice is not regulated by the Financial Conduct Authority.
Inheritance Tax, Protection and Estate Planning
“ Christina has been a trusted financial advisor for many years to our family and has helped us establish trusts which have proved very effective from both an income and Inheritance tax perspective. Advice is always provided with care and knowledge in partnership with us. ”
D G, Marlow
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Your legacy deserves thoughtful guidance. Let us craft tailored strategies in inheritance tax, protection, and estate planning to secure it for you.