Inheritance Tax Advice in Essex

Inheritance tax can significantly impact the wealth you leave behind if it is not planned for properly. Willow Financial Planning provides specialist inheritance tax advice to clients across Essex, helping you understand your options and implement strategies that reduce tax liabilities and preserve your estate’s value.

Our advisers take the time to assess your financial situation and future goals, offering tailored solutions such as lifetime gifting, trusts, charitable donations, and life insurance policies designed to cover potential inheritance tax bills. With our independent status, we are free to recommend the most effective products and approaches suited to your needs.

Based in Southend, we work closely with individuals and families throughout Essex to demystify inheritance tax and plan proactively. This ensures that your hard-earned wealth passes to your chosen beneficiaries with minimal loss to tax.

Willow Financial Planning believes that clear, practical inheritance tax advice can provide peace of mind and help you make confident decisions for your family’s future and your later life plans.