Inheritance Tax Planning

Planning exactly how you want your estate to be distributed is very important.

By taking advantage of JMS Financial’s ’Estate Planning Service’, we’ll be able to help you ensure that your wealth is protected and passed onto your heirs while minimising your tax exposure.

Because everyone’s needs are different, it makes sense to take advantage of the professional advice we have to offer.

At JMS Financial, we help with the following:

• Define and achieve your objectives in the organisation of your Estate.
• Distribute your Estate in the most tax efficient way for you.
• Put your wishes in writing with our advice on Will Writing* and Trusts

 * Will Writing is not part of the Openwork offering and is offered in our own right.  Openwork Ltd accept no responsibility for this aspect of our business.  Will Writing is not regulated by the Financial Services Authority.