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Strategic Wealth Management
Home
About Us
Why choose us?
Our approach
Meet our team
Our fees
Who we work with
Preparing for retirement
Thriving in retirement
Keeping wealth in the family
Our services
Insights
Blog
Guides
Contact
Client Portal
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Folder: About Us
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Why choose us?
Our approach
Meet our team
Our fees
Folder: Who we work with
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Preparing for retirement
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Keeping wealth in the family
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Folder: Insights
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Inheritance Tax: 5 shrewd strategies for reducing a potential bill 
Tax planning, Estate planning Laura Marsh 02/09/2024 Tax planning, Estate planning Laura Marsh 02/09/2024

Inheritance Tax: 5 shrewd strategies for reducing a potential bill 

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The pros and cons of choosing a living legacy over leaving an inheritance
Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023 Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023

The pros and cons of choosing a living legacy over leaving an inheritance

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Strategic Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax advice, trusts or wills.

Registered in England and Wales no. 2205890. Registered address North House 198 High Street, Tonbridge, Kent, TN9 1BE.

Past performance is no guarantee of future returns and the value of investments can go down as well as up. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. 

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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Address

1 East Point, Seal, Kent, TN15 0EG

Contact

Telephone: 01732 760 000

Email: info@strategic.uk.net