Estate Planning

Tax & Estate Planning

Through careful planning and the use of the tax efficient products and structures, we can help you avoid leaving your beneficiaries with a substantial Inheritance Tax liability.

Families who can discuss planning in this area will achieve a strategy which both minimises the expected tax bill but and, more importantly, achieves a transfer of wealth which keeps family relationships strong for future generations.

Our experts are fully qualified financial advisers based in York & Leeds, can help you plan your estate and guide you through this complex area to make estate planning easier.

To find out how we can help with your Estate planning email:


  • Access to market leading financial planning tools allowing you to plot your financial future
  • Dedicated financial adviser to help you with your pensions, investments and wider planning needs
  • Meetings in one of our Yorkshire offices, at your home or place of business
  • A choice of Chartered & Diploma qualified advisers
  • Truly independent advice ensuring you have access to the best solutions based on your needs, circumstances and objectives
  • We are authorised and regulated by the Financial Conduct Authority (FCA)
Robert Simpson, Managing DirectorRobert Simpson
Managing Director

Our Approach

We pride ourselves in providing highly personalised financial solutions to a range of individuals and businesses.  These include:

  • General Financial Planning
  • Retirement Planning
  • Pension Advice & Consolidation
  • Investment Advice
  • Protection
  • SIPP (Self Invested Personal Pension)

Our approach matches investment strategies to the individual goals and aspirations of our clients, seeking outperformance whilst controlling risk.  Our clients are always at the centre of our thinking and strategies and can rest assured that their interests are aligned with our values.

Harvesting a positive culture, we constantly aim to deliver an exceptional service to our clients to inspire confidence and success.

  1. Getting to know each other

    We want to understand the story of how you got here. This means understanding you, your family and your business or occupation. We’ll get to know your worries and concerns in relation to your finances and most importantly what your ideal future looks like.

  2. Pinpointing your needs

    Once we know your aspirations, we collect information from you about your current pensions, investments and protection policies. Using sophisticated financial planning software, this will enable us to create your individual financial plan, which will demonstrate exactly how to get you to where you want to be.

  3. Providing Advice

    It’s our job to make your plan happen. That means selecting the best pension, investment and protection providers for your individual circumstances. We liaise with your other advisers such as accountant and solicitor to ensure everyone is aligned. Finally, we’ll design the most appropriate investment portfolio for your attitude to risk and goals.

  4. Building a winning partnership

    We understand that the journey to a goal is often not straightforward. Your circumstances and the world around you can change meaning we must adapt. We’ll work together to evolve your financial plan regularly.

Speak To An Expert


  • I’m approaching retirement, what are my options with my existing pension funds?

    There are lots of options available at retirement. The best of option for you depends on your specific pension funds and your wider needs, objectives and financial position.

  • What is a SIPP?

    A SIPP, or Self-Invested Personal Pension, is a type of pension plan offered by most many pension providers. A SIPP offers a much wider range of investment options and flexibility compared to traditional pension plans.

  • What’s the best investment I can make?

    There are many investment products available to UK investors. Choosing the right one depends on your views and attitudes to risk, taxation and wider objectives.

  • Can I buy property in my pension?

    Some pension plans allow the option of purchasing Commercial Property. However, not all commercial properties can be held in a pension fund. Get in touch for advice on this.

  • What is an annuity?

    An annuity is a product that allows you to taken income from your pension fund in retirement. This used to be the only way to access our pension funds, but following changes in pension regulations, there are now many more options available.

  • Should I take out a Drawdown Pension?

    A Drawdown Pension is a great option for many people when they are looking at taking an income in retirement. However, a drawdown pension is not always the right option for everyone.

Get in touch

Book A Meeting

David Holdsworth

Speak To An Expert

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York Office

Triune Court
Monks Cross Drive
YO32 9GZ

Leeds Office

33 Park Place