England homeowners

England Homeowners: Protect Your Home & Savings From Inheritance Tax and Care Fees

Discover the simple steps to keep more of what you've built in your family.
Take the 2-minute quiz to get FREE Personalised Advice

Are You A Homeowner?

Inheritance Tax at 40%
Above the tax-free allowances, Inheritance Tax is charged at 40%. Without planning, more of what you've built could go in tax rather than to the people you love.
Your home and the cost of care
If you ever need residential care, the value of your home can be counted when the council works out what you pay. Planning early gives you more choices.
Your wishes, not the default rules
Without an up-to-date will, the law decides who inherits. That can mean delays, family disagreements and people you care about missing out.

Take the 2-minute quiz to get free, personalised advice

01
Take the 2-minute quiz
A few quick questions about your home and family, so your adviser knows where to start.
02
Your free consultation
A friendly adviser talks you through your options in plain English, at home or by phone. No obligation.
03
A plan for your family
If you decide to go ahead, your documents are prepared to suit your circumstances and the cost is agreed with you first.

Wills
Make sure your estate goes where you want it to, and name the people you trust to deal with it.
Trusts
A trust can give you more control over how your home and savings pass to your family. Whether one suits you depends on your circumstances.
Lasting powers of attorney
Choose who can make decisions for you about money, property and health if you ever can't.
Planning for care
Understand how care fees are worked out and what you can sensibly plan for now.
Inheritance Tax planning
Make the most of the allowances available to you and your family.
Probate
Help sorting out a loved one's estate, step by step.

Home visits across England

Take the quiz and we'll arrange your free consultation, at home or by phone.