Creating better opportunities for the future
It is always wise to make plans for events that you know will, at some point, be unavoidable. Inheritance Tax planning (IHT) is of utmost importance if you have amassed a healthy portfolio of investment, and wish to ensure those close to you don’t have difficulty accessing their inheritance, and aren’t lumbered with an unexpected tax bill at a difficult time.
To ensure that inheritance is administered to the beneficiary as smoothly as possible, we can recommend products that will assist in terms of any inheritance tax to be paid. If your estate is worth more than the HMRC ‘nil-rate’ threshold, then we will help you select products that secure your investment against any issues in future.
Being prepared is always the best way to ensure peak performance. That is as true of your investments as anything else, so IHT Planning is integral to the investment process, taking the difficulty out of claiming inheritance before those around you are lumbered with an unexpected 40% levy on your estate.
Our comprehensive range of packages can be tailored to suit you, no matter what your requirements may be. Planning ahead with Robert Gerrard & Westbrook means that you can live in the present worry-free, safe in the knowledge that your investments are protected against the future. Contact us today to find out what IHT planning services you can take advantage of.
The Financial Conduct Authority does not regulate tax advice.
Robert Gerrard & Westbrook - helping you plan today for a better tomorrow
Our Companies
Say hello to the other companies in our group...
Insight Financial Associates
With our forward-thinking approach and combined professional experience, Insight brings together an extensive ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients.
Property Investor Partnership
We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth. We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant.
Insight Private Finance
We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios.
Penvest
We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.
Foresight Estate Planning & Will Writing
We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney*.
Insight Accountancy Services
We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order**.
*The Financial Conduct Authority does not regulate tax advice, wills or trusts.
**The Financial Conduct Authority does not regulate tax advice.
Robert Gerrard & Westbrook – The key to financial success
Robert Gerrard & Westbrook maintain an open and friendly relationship with our clients. Our aim is to 'take the fear out of finance' by offering the very finest financial advice that delivers results time and time again.
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Contact us today and start your journey to financial success.
