Inheritance Tax Advice & Estate Planning

Inheritance Tax & Estate Planning Services

Covering Chelmsford and the whole of Essex, I offer IHT advice and estate planning services to a diverse range of clients.

If you are looking to mitigate inheritance tax, and are keen to secure your financial legacy through effective estate planning, find out more about my services below. 

Why work with a local estate planner and IHT adviser?

Inheritance Tax planning is vital for those whose families may be faced with a large IHT bill. As an experienced inheritance tax adviser and estate planner, I can help you mitigate IHT, ensuring preserve your financial legacy. 

Effective estate planning & inheritance tax advice isn’t simply about passing on the money you leave behind. Through the process of working with an experienced IFA, I help individuals use their wealth to enjoy a financially independent retirement.

If you are looking to speak to a local estate planner, or need detailed IHT advice from a specialist, contact me  to schedule a callback

The importance of inheritance tax advice

The earlier you state the process of IHT & estate planning the better.

As an IHT adviser and skilled estate planner, I will guide you through the correct processes and will take the time to understand your specific objectives.

Whether that is maximising the inheritance you leave behind, protect your children’s financial futures, or enjoying a financially prosperous retirement, I can help. 

Mitigating inheritance tax

When considering a financial legacy, you may want your money & assets to be used for a particular purpose, such as a deposit for a house or to maintain the financial stability for the generations you leave behind. Estate planning and IHT advice can help retain control when passing on an inheritance to your loved ones.

Looking for advice and the support of a specialist? Call me today on 07879 495409.

Why work with an experienced financial adviser?

Independent financial advice covers a broad range of disciplines.

Here are some of the advantages of working with a financial adviser. When working with my clients I:

• Offer unrestricted, impartial financial advice
• Provide independent advice on pensions  – personal, workplace, corporate and SIPPs
• Work with you during times of financial difficulty, ill health, & periods of change
• Help you achieve your life financial & investment goals
• Help you plan for a happy, financially independent retirement
• Help you to secure the right mortgage for your needs
• Work with you to formulate a long-term savings and investment plan

Client testimonials

Read a selection of our latest client testimonials.

Inheritance Tax Advice & Estate Planning

For me, financial advice is about building long-term relationships. This is achieved through repeatable, high-quality, estate planning and  inheritance tax advice, I constantly strive to provide superior service as an absolute priority. By offering a broad range of services, I am able to provide financial advice to individuals at different stages of their lives, and for a diverse range of unique requirements.

Local Financial Adviser In Chelmsford

The process I follow starts with a free, no-obligation financial consultation. This can be during the daytime or evenings in the comfort of your own home. The range of financial services I offer cover:

• Pensions and retirement planning

• Investment management and advice

• Mortgage advice, equity release & later life care funding

• Estate planning & inheritance tax advice

Contact Daniel

Email: dan@sterlingandlaw.com

Phone: 07879 495409

Daniel has made what would appear to be a daunting prospect a pleasurable experience! We now look forward to honing and refining our financial affairs on an annual basis. Thank you!