Future proof your business through tax and trust planning.

We want to help you make the most of your business financial arrangements through tax and trust planning. Having accumulated your wealth, we know how important it is for you to preserve it.

​Inheritance tax is a personal tax charged on a person's estate, including their business assets, at the time of their death. The rate is set at 40% on the amount of your net estate on death in excess of the nil rate band which is currently fixed at £325,000 until 2026.

​With the need for estate planning becomming more important there are solutions available to reduce the amount of inheritance tax (IHT) that you may pay on your wealth, including:

> Gift trusts
​> Business Property Relief
​> Business asset rollover relief
> Enterprise Investment Scheme (EIS)
> Accelarated Discounted Gift Trust.

​With so many options available IHT is an area which is extremely complicated therefore please contact our advisers for more information.

Our credentials.

We’ve been building clearer futures since 2000 and have now grown to manage £270 million in assets for over 800 clients. We guarantee a highly professional and bespoke approach. One that’s built upon competence and trust in a highly regulated industry.


Wealth managed by
Dentons Wealth






Client satisfaction


In addition to being short-listed for Professional Adviser Awards 'Best Adviser - South East' in 2017, 2015 and 2014 from over 200 entries, we have also been shortlisted for "The Mortgage Awards 2019 - specialist broker of the year".

Speak to an
expert today.

To book an initial meeting free of charge or learn about your financial opportunities, please get in touch with our experts today.