Inheritance Tax Planning Secrets
is the work of the team (who mostly work at Allied Professional Will Writers ) lead by Stephen Pett. He spent over thirty years as an Independent Financial Adviser, but transitioned into a Legal Planner from around 1995 when a doctrinaire regulator prevented clients from receiving the service they deserved in the name of “Consumer Protection.” Legal Planning does need regulation, but heaven preserve it from the Vogon style regulation which has decimated Financial Services and prevents the simplest of questions being answered without a mass of paperwork!
Just the facts on Inheritance Tax Planning
Stephen Pett now runs a leading Will Writing practice (covering England and Wales), is a Regional Director of the Society of Will Writers, author of two books – Inheritance Tax Secrets and Legal and Financial Planning Secrets and a (free) booklet on Asset Protection – all based on law and practice in England and Wales.
His proudest achievement is the Peace of Mind Service which is offered to everyone who writes a Last Will or Lasting Power of Attorney through Allied Professional Will Writers – people need to be aware that Legal Planning – like IHT Planning – is an ongoing and ever changing process with a continuing interaction between:
- Changes in Personal Circumstances
- Changes in the Personal Circumstances of those you seek to benefit
- Changes in Tax and new Rulings from the Taxman
- Changes in the Law
All of these things mean that you need to review your plans on a regular basis – our advice is to set aside a few minutes each year to review things – most of the time this won’t result in any changes – but when it does they will probably be crucial ones, which is why this site is set to provide ongoing service to those who want it and join as members.
Buy IHT Planning Secrets and access a wealth of knowledge which could cost you many thousands of pounds from professional advisers. Or your family tens or even hundreds of thousands of pounds if you don’t!
IHT Planning Secrets
