"Barry provided me with some very good inheritance tax planning advice. I found him to be very impartial unlike many other IFA's I had met. Everything was in the client's interest, and he's very professional"
John Louth
Henley-on-Thames

Paragon Independent Financial Solutions Ltd is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register www.fsa.gov.uk/register/ under reference 150427.

The FSA do not regulate some forms of mortgage and Inheritance Tax Planning.

Inheritance Tax Planning

How can we help?

Barry StanleyMany families who pay Inheritance Tax (IHT) do so unnecessarily. The former chancellor, Roy Jenkins described it as a "..voluntary tax, paid by those who distrust their heirs more than they dislike the Inland Revenue". We believe that a more frequent reason for paying the tax is a lack of knowledge about the actions that could have been taken.

We can help you to understand the options available and establish which is right for you. Our discussions may include: -

  • Quantifying your ongoing personal requirements for income and capital;
  • Understanding the resources available to you for meeting these requirements;
  • Estimating the value of your estate and your potential IHT liability;
  • Explaining the options available to you for reducing IHT;
  • Establishing an optimum balance between accessibility and tax-efficiency;
  • Searching the market and recommending specific products and funds;
  • Implementing arrangements.

We can help you to apply the conceptual solutions to your 'real world' situation. For lifetime planning, this involves achieving the right balance between maintaining accessibility to the assets you need, and moving those, that you can afford to, out of your estate.