Inheritance Tax

Advice on all financial protection matters and help securing the right protection insurance for your needs

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

Proin eget tortor risus. Curabitur aliquet quam id dui posuere blandit. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque, auctor sit amet aliquam vel, ullamcorper sit amet ligula. Nulla quis lorem ut libero malesuada feugiat. Vivamus suscipit tortor eget felis porttitor volutpat. Curabitur aliquet quam id dui posuere blandit.

View our latest Inheritance Tax blog posts

View our Inheritance Tax testimonials

  • I am pleased to be able to refer clients to Howard Bullock because he has alot of experience in investment products and is able to provide professional and honest advice, He is there to help as opposed to just trying to sell products to gain a commission.

    Paul BoothPaul Booth
  • 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
  • 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
  • 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
  • So easy to talk to and straight forward advice

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

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

    Kim Redwood-LeeKim Redwood-LeeBillericay
  • I would highly recommend clear financial advice, very knowledgeable and professional at all times.

    Jo JonesJo JonesBrentwood
  • Thank you very much. He was extremely helpful.

    VouchedFor UserVouchedFor User
  • Paul gave clear and helpful advice and support with prompt responses in a time-critical situation

    VouchedFor UserVouchedFor User
  • He had the answers I needed , I would use him again for any Financial issues.

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

    VouchedFor UserVouchedFor User
  • 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?

    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
  • This man will never be a politician. He answered my questions, clearly and without any BS. I would recommend this man without hesitation.

    VouchedFor UserVouchedFor User
  • Fantastic knowledge and advise given, Really impressed.

    Craig NichollsCraig Nicholls
  • 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
  • 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
  • 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?

    Nothing

    VouchedFor UserVouchedFor User

Get complete peace of mind
with your very own free Financial Passport

There are many practical issues to manage when someone becomes seriously ill or passes away. Reassuringly, you can now document your family’s financial affairs in one place using our helpful Financial Passport.

find out more

Financial Passport from Clear Financial Advice