Looking for an inheritance tax adviser?
Inheritance and estate planning can involve tax, investments, pensions, gifts and family objectives. Learn what to consider when looking for regulated financial advice.
Start with the type of help you need.
Financial advice should be personal to your circumstances. These are common areas to think about before choosing who to speak with.
Your wider estate
A financial adviser can consider investments, pensions and other financial assets as part of a broader estate-planning discussion.
Tax-efficient planning
Advice can consider legitimate planning opportunities and available allowances in the context of your circumstances and objectives.
Passing on wealth
Your goals for family members, beneficiaries and charitable giving can influence how a financial plan is structured.
Working with other professionals
Estate planning can involve legal and tax matters, so financial advisers may need to work alongside solicitors or tax professionals where appropriate.
What should you consider before proceeding?
Regulation, relevant experience, clear charges and a service that fits your needs all matter.
Understand the scope
Be clear whether you need regulated financial advice, legal advice, specialist tax advice or a combination of professional services.
Check relevant experience
Ask how frequently the adviser works with inheritance and estate-planning cases similar to yours.
Verify FCA status
Check the adviser company on the Financial Services Register before receiving regulated financial advice.
Review the service over time
Estate plans may need revisiting when legislation, assets or family circumstances change, so understand what ongoing reviews include.
Useful next steps.
Explore related Adviser Finder resources or tell us what you need when you are ready to look for professional advice.
Learn before you decide.
Use Adviser Finder's educational guides and tools to understand the questions worth asking next.
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