Inheritance planning is a serious issue for many of us and not just the very wealthy.

We will look at your individual situation and advise you on how to ensure your beneficiaries receive what you want them to in a tax efficient manner.

Additional advice may include professional will planning and the formation of plans for the guardianship of your children and dependants.

If you would like to find out more about our Inheritance Planning service and how we can help you, please contact us for our professional advice.

Estate planning is not regulated by the FCA.

The FCA do not regulate will writing.

Will writing is not part of the Quilter Financial Services offering and is offered in our own right.

Tel:  01245 210 000
Email: info@birchfs.co.uk

Birch Financial Solutions Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718.