Estate planning is not just about avoiding Inheritance Tax. It’s about making the best use of your money to ensure that you can get the most out of it in your life time, but also making sure that those that you love and care for are also taken care of, or protected, in the event of your death. And avoiding Inheritance Tax!
At the Somerset Group Ltd we work closely with carefully selected firms of lawyers and tax accountants, to ensure that you receive the best advice in a very complex subject area.
We are equipped to be able to offer advice on all aspects of IHT planning including Wills, Trusts, Pensions, Charitable Trusts and Companies.
As we also have a lot of international experience we can offer a broader view of tax planning, by making use of more favourable tax regimes overseas.
The FSA does not regulate tax advice. Tax rules are subject to change.
The Somerset Group is completely independent and able to advise on all financial products.
Through our website clients can log on and view up to date valuations of all their investments.

