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Safeguard your wealth

Our tax planning specialists will help you to minimise the impact of inheritance tax and other costs on your estate so that you pass on more of your wealth to the people you care about. Contact our tax planning experts and book a free initial consultation.

Protect your estate for future generations

Our specialist tax planning advisers can help you put strategies in place that will minimise your inheritance tax liabilities to ensure you pass on more of your wealth to your chosen beneficiaries.

We can help you with:

  • Understanding IHT exemptions and the nil rate band
  • Making lifetime gifts and the seven year rule
  • Leaving some of your estate to charity
  • Setting up family trusts
  • Spending wisely to reduce your taxable assets


Without any inheritance tax planning, your beneficiaries could be faced with a 40% tax liability when you die.

Get in touch

If you’d prefer to send us a message to arrange your free tax planning consultation, please complete the details below and one of our financial advisers will get back to you shortly. 

Get in touch

For further information on how George Square Financial Management can help you protect and build on your finances, please complete the enquiry form below.

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