Inheritance Tax

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inheritance tax

Inheritance Tax Planning Advice

Inheritance tax. It’s a subject you’ve probably avoided until now.

Perhaps you’d rather not think so far into the future. Maybe you think that planning to pay less tax is greedy, or that inheritance planning will automatically limit your access to capital or assets.

But you’ve worked tirelessly for your wealth – so why not take steps now to protect it?

Our role as your inheritance tax planning advisers in Billericay, Essex is to dispel all the myths surrounding this perfectly legal practice.

At Clear Financial Advice in Billericay, Essex, we take a logical approach to financial protection. We’ll unearth the gaps in your existing protection policies before suggesting a realistic way to plug them, giving you complete peace of mind that if the worst should happen, your affairs will be handled quickly and sensitively.

We will help you find a pragmatic way to:

  • Calculate your potential inheritance tax liability
  • Assess gifting opportunities
  • Navigate the complexities of the inheritance tax rules
  • Mitigate all or part of your inheritance tax liability

Make the most of the exemptions that are available to you

Work with Clear Financial Advice, and you’ll receive an inheritance tax planning service that’s rigorous, objective, and designed to help you avoid a lengthy probate process and leave your loved ones with more of your estate.

Our inheritance tax planning specialists will help you put together a tax reduction strategy that could save you and your beneficiaries thousands of pounds in the longer term. In many cases, we can do this simply by restructuring your affairs.

Speak to a member of our team today to discover how we can help you reduce your inheritance tax liability.

Get in touch

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View our Inheritance Tax testimonials

  • Paul provided impartial, honest and considered advice after listening and considering my needs. His advice proved to be accurate, but most importantly he responded when he said he would and did what he said he would do! This is a basic thing - but not often carried out! I would have no hesitation in recommending Paul in the future.

  • I would highly recommend clear financial advice, very knowledgeable and professional at all times.

    Jo JonesJo JonesBrentwood
  • What were the circumstances that caused you to look for a financial adviser?

    Planning for inheritance tax at time of writing will.

    How did Paul Davis help you?

    Free consultation to outline allowances and enable appropriate bequests in will without attracting inheritance tax.

    Have you seen the outcome you were hoping for?

    Yes. Developed a better understanding of inheritance tax and enabled planning and sent advice leaflets. Brilliant.

    What could they have done better?

    Absolutely nothing.

    VouchedFor UserVouchedFor User
  • A lovely guy! Extremely helpful, kind and understanding.

    VouchedFor UserVouchedFor User
  • Howard, at Clear, has supplied financial services and advice for a wide circle of colleagues and close friends. His experience and knowledge shines through, and he is dedicated to supplying a top-notch solution for all clients.

    Fret WorkFret Work
  • Howard Bullock was an incredibly pleasant and informative chap. He clearly explained all of the details that were required to my wife and I, and we made an informed decision. We are very pleased with the savings that we made and the services provided by Howard and his company Clear Financial advice and I would highly recommend him to anyone else.

    Scott GriffithsScott GriffithsBrentwood
  • What were the circumstances that caused you to look for a financial adviser?

    Help with pension and inheritance planning in retirement

    How did Howard Bullock help you?

    Understood what i wanted and helped put in place the plan i needed

    Have you seen the outcome you were hoping for?

    Yes it has gone well considering the difficult markets we are having to deal with

    What could they have done better?

    To be honest not a lot , his advice has been good , he is easy to talk to , takes on board any concerns i might have , and is easy to get hold of when i need to talk.

    VouchedFor UserVouchedFor User
  • The Guys at Clearifa really know their market. They offer financial advise that is second to none. highly recommend.

    My Pool Direct Ltd.My Pool Direct Ltd.
  • Paul listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you.

    VouchedFor UserVouchedFor User
  • Excellent service, Clear Financial advice really do give clear financial advice. Would highly recommend.

    Kim Redwood-LeeKim Redwood-LeeBillericay
  • Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

    Paul DadyPaul Dady
  • What were the circumstances that caused you to look for a financial adviser?

    I’m financially clueless

    How did Howard Bullock help you?

    Advice and support

    Have you seen the outcome you were hoping for?

    Yes but ongoing

    What could they have done better?


    VouchedFor UserVouchedFor User
  • What were the circumstances that caused you to look for a financial adviser?

    Inherited a sum of money that I needed advice and knowledge to manage it.

    How did Howard Bullock help you?

    He suggested several options of what could be done.

    Have you seen the outcome you were hoping for?

    Although they are long term investments, I a pleased so far.

    VouchedFor UserVouchedFor User
  • I contacted VouchedFor for a free initial consultation, and Paul contacted me quickly, in response. His manner was very friendly and professional - I felt very at ease talking to him. If I require further advice in the future, I would definitely consider contacting Paul.

    VouchedFor UserVouchedFor User
  • Paul quickly and simply discussed my issue and gave good advice on how to proceed.

    VouchedFor UserVouchedFor User
  • When, like me, your investment knowledge is limited the first things you want from an IFA is someone whose honesty, experience and advice you feel you can trust. If after that you get to like them as a person who shares similar values with you, as I have and do, then the association should prove to be fruitful. I recommended Paul to both my sons when they needed mortgage advice and would not hesitate to recommend him to others.

  • Fantastic knowledge and advise given, Really impressed.

    Craig NichollsCraig Nicholls
  • He had the answers I needed , I would use him again for any Financial issues.

    VouchedFor UserVouchedFor User
  • Howard is very warm and personable, his vast wealth of financial expertise is the reason my family and I will be using him and his accomplished team going forward. Would highly recommend.

    VouchedFor UserVouchedFor User
  • very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

    Terry MaylinTerry MaylinHockley

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