Planning Today. Protecting Tomorrow.
Expert Estate Planning and Inheritance Tax Planning for You and Your Family
Clear, practical advice to help you protect your assets, reduce inheritance tax and secure your family's future.
Our Specialisms
Two Areas. One Goal. Your Peace of Mind.
We specialise in estate planning and inheritance tax planning. Explore how we can help you protect your wealth and reduce your tax liabilities.
Estate Planning
Put the right legal documents and structures in place to protect your family, your assets and your wishes.
Explore Estate PlanningInheritance Tax Planning
Reduce your inheritance tax liability and keep more of your wealth for the people and causes you care about.
Explore Inheritance Tax PlanningWhy Plan Ahead?
Protect Your Family. Preserve Your Legacy.
Care for Your Loved Ones
Make sure your family are provided for, whatever the future holds.
Protect Your Assets
Shield your wealth and property from unnecessary risks and costs.
Reduce Inheritance Tax
Keep more of your hard-earned wealth for your family, not the taxman.
Peace of Mind
Clear plans in place mean less stress and uncertainty for your family.
How We Work
A Simple, Straightforward Process
Understand
We take the time to understand your circumstances, goals and priorities.
Plan
We create a tailored plan designed to protect your assets and reduce tax.
Implement
We put the right documents and structures in place with care.
Review
We review your plan regularly to ensure it stays up to date and effective.
Experience You Can Rely On
Specialist Advice.
Personal Service.
We combine technical expertise with a personal, down-to-earth approach. Our advice is always tailored to your individual needs.
- Specialist in estate planning and inheritance tax
- Clear, practical and jargon-free advice
- Tailored solutions for your unique circumstances
- Ongoing support when you need it
Free Interactive Tool
Estate Planning Health Check
Answer 14 quick questions and receive a personalised Estate Planning Health Score out of 100, with your strengths, planning gaps and recommended next steps.
Telmar Estate Planning
Estate Planning Health Check
Free Interactive Assessment
How well protected is your estate?
Answer 14 short multiple-choice questions and receive a personalised Estate Planning Health Score out of 100, along with your strengths, your planning gaps and five recommended next steps tailored to your answers.
2–3 minutes
Approximate completion time
14 questions
One question per screen
Instant report
Personalised and downloadable
No obligation. Your details are only used to generate and send your report.
Prefer a full page? Open the Estate Planning Health Check
Latest Articles
Helpful Insights and Guidance
Inheritance Tax
The 7-Year Rule: What You Need to Know
A guide to potentially exempt transfers and how they could reduce your inheritance tax bill.
Read MoreEstate Planning
Do I Need a Will?
Why having a valid will is one of the most important steps you can take to protect your loved ones.
Read MoreInheritance Tax
Gifting to Family: What Are the Rules?
Understand the allowances, exemptions and rules around gifting to reduce inheritance tax.
Read MoreReady to Protect Your Future?
Book a consultation today and take the first step towards peace of mind for you and your family.