Inheritance Tax Planning
With careful planning, much of your estate can pass to loved ones rather than HMRC. A specialist will explain your options.
- ✓FCA-authorised partners only
- ✓Free, no-obligation introduction
- ✓Most clients contacted within 2 hours
How it works
Submit your enquiry
Tell us what you need in 60 seconds.
We match you
We pair you with a inheritance tax planning specialist who fits your situation.
A specialist calls
Usually within two hours during business hours.
Why use Financial Fred for inheritance tax planning?
Use allowances
Nil-rate band, residence nil-rate band, gifts and trusts — used together they can transform an estate.
Long-term plan
Most IHT planning works best when started early and reviewed regularly.
Joined-up advice
We connect you with planners who work alongside solicitors and accountants.
Frequently asked questions
Yes. There is no cost to you. Financial Fred is paid by partner firms when we make an introduction.
Most people are contacted by a specialist within two hours during UK business hours, and the next working day if submitted in the evening.
Every partner we work with is FCA-authorised. We verify FCA registration before any firm joins our panel.
No. Your enquiry is matched to one suitable specialist at a time. You can read full details in our privacy policy.
Not at all. The introduction is free and entirely no-obligation. You are under no pressure to take any product.