IHT liability managed

"I attended a seminar presentation by Mr Stewart, giving information concerning Inheritance Tax planning.  I have subsequently had a number of meetings with him at my home concerning this subject.  After the initial meeting my son has also been present.                                          

Following my husband's death in 2009, and my need to be clear about any possible IHT liability, Mr Stewart has been extremely helpful, clear and concise in his advice relating to the options I needed to consider,  especially in regard to my family giftings.                                                  

I wish to place on record my appreciation of Mr Stewart's support and guidance through all these matters."

Mrs F Simmonds - September 2011

Category: 
Financial Planning

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