Estate & Legacy Planning
We spend a lifetime building our wealth.
How you pass it on after your death can become of greatest importance.
It’s not just about passing on your wealth though. It should be about enjoying your life now and ensuring your wealth supports you and, as much as is possible, managing or reducing your Inheritance Tax bill.
Our independent financial planners will work with you to discover the most effective way to protect your assets for you to pass them on to those you love.
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PWH Financial Services is a trading style of Tavistock Private Client. Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc.