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 Inheritance Tax Planning

.... Our advisers are happy to provide home or workplace visits throughout South West England and South West Wales including, Cotswolds, Wiltshire, Gloucestershire, Oxfordshire, Berkshire, Hampshire, Dorset, Avon and surrounding areas ....Call Us on 01367 250237 to arrange a Free initial consultation .....

Being independent allows us to work on YOUR BEHALF!

Are you concerned what will happen to your estate on your death?

Make a Living Will

What Inheritance tax, if any, would be payable? (previously known as "Death Tax").

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?

We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.

There are a range of products related to Inheritance Tax Planning we can discuss with you to ensure your wishes are taken care of and safeguard your estate for your family.

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Contact Us

WENZ Financial Planning
3 Moorgate, Downington
Lechlade, Gloucestershire
GL7 3EH

TEL: 01367 250237
VIDEOPHONE: 01367 709385
MOB 07881 954060

E enquiries@wenzfp.com

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WENZ Financial Planning is entered on the FSA register

( http://www.fsa.gov.uk/register/ ) under reference 485862

For advice on any of the above, Contact Us now.FSA

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