Home » Personal Services » Elderly Clients » Lifetime Tax Planning
Often elderly people wish to put in place arrangements to preserve as much of their estate as they can and to reduce exposure to Inheritance Tax. Whilst we do not give tax advice we work with accountants, financial advisers and other professionals to take the action necessary to achieve your objectives.
For an initial discussion, please contact any of our offices or send us a message using the contact form on the right of this page and we will get back to you as soon as possible.
Castle Cary
The Old Exchange, Church Street,
Castle Cary BA7 7EJ
Tel: 01963 350 888
Cheddar
Bath Street Chambers, Bath Street,
Cheddar, BS27 3AA
Tel: 01934 745 400
Shepton Mallet
57 High Street, Shepton Mallet,
Somerset, BA4 5AQ
Tel: 01749 330 330