01727 899244 info@aquawm.co.uk

Inheritace Tax

Aiming to make sure your hard-earned wealth benefits your loved ones to the max

At Aqua Wealth Management part of our job is to protect the wealth you’ve earned from getting into the hands of the Inland Revenue.

We aim to show you how to protect your family’s wealth so that you can maximise the level of assets you can pass to those you love without the taxman taking any more than is absolutely necessary. And by working closely with local accountants, solicitors and trust practitioners we’ll help you to create a plan that will help legally mitigate as much tax as possible.

We aim to explain in plain English how Inheritance Tax can be minimized, or even mitigated altogether, without any need for complex arrangements or high costs, and by looking at your overall financial situation, we may be able to provide more integrated tax and trust solutions and align these with your investments and retirement plans.

Aqua also offers a full review service for your wills and trusts, with the aim of giving you both security and peace of mind.

The Financial Conduct Authority does not regulate Inheritance Tax Planning, Trust Advice, Will Writing and some forms of Mortgages.

Dom – thank you for help me with the purchase of a buy-to-let property. I had been reluctant to change my financial advisor, and you even told me to stay with him if I was uncomfortable changing! But when it was clear that we worked well together, you found me the right products immediately, and I really appreciate the balanced logic that informs your recommendations. You have won my trust and business, and I have no hesitation in recommending you.
MM

Knebworth

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