Inheritance tax is something many people don’t think about until it’s too late, but with the right planning, you can take steps to protect your estate and reduce the amount your loved ones may need to pay. At Willow Financial Planning, we offer practical, straightforward inheritance tax planning services across Essex.

Personalised Strategies to Protect Your Estate
Our local advisors understand that every family’s situation is different. We work with you to put a personalised plan in place, whether that’s making lifetime gifts, setting up trusts, or ensuring your will is tax-efficient. Careful planning can make a big difference to the inheritance you leave behind.

We also help you explore options such as life insurance policies designed to cover inheritance tax bills, meaning your family won’t be forced to sell assets to meet tax payments.

Staying Up to Date with Changing Tax Rules
It’s important to remember that inheritance tax rules can change over time, and planning early gives you more flexibility and control over how your assets are passed on. Our team in Southend, Essex, keeps up to date with the latest regulations to offer advice that’s both current and effective.

At Willow Financial Planning, we’re here to simplify what can often feel like a complicated topic. Whether you’re reviewing your will, gifting assets, or thinking about long-term care, our independent advisors can guide you through the process clearly and calmly.

If you’re looking for local help with inheritance tax planning in Essex, our team is here to support you and your family every step of the way. Get in touch today!