Inheritance Tax planning
Passing on wealth can feel like one of life’s most meaningful acts, but without the proper guidance, it can also become one of the most complicated. We help you make sense of your options and put a plan in place that reflects your values, not just your assets.
Pass on more of what you’ve built, with careful planning today
When you’ve worked hard to build your wealth, it’s only natural to want to pass it on with purpose. However, without the right plan, Inheritance Tax can significantly reduce the portion you leave behind. With the right advice, you can make thoughtful, tax-efficient choices that protect your legacy and support the people you care about most.
At Dartington Wealth Management, we help you take control of your estate planning, so more of what you’ve built goes precisely where you intend.
Why Inheritance Tax planning matters
We support clients who are:
- Concerned about the potential tax bill on their estate
- Looking to make gifts for children or grandchildren
- Reviewing wills, trusts or powers of attorney
- Wanting to balance giving now with keeping enough for the future
Whatever your goals, early planning gives you more choice, more control, and greater peace of mind.
How our service supports you
That could include:
- Making use of annual gift allowances
- Setting up trusts for specific family needs
- Planning charitable donations to reduce taxable estate value
- Using life insurance to cover potential Inheritance Tax
- Ensuring your pension and investment structures are inheritance-aware
What to expect when you work with us
Our approach is thoughtful and personal. We begin with a relaxed, confidential conversation about what matters to you, your family, your future, and what kind of legacy you want to leave.
From there, we’ll build a clear strategy to reduce your estate’s tax exposure and support your long-term financial well-being. Everything is explained in plain English and at your own pace. No pressure, just reassurance that your affairs are in good hands.
As the years go by, we’re here to review and adjust your plan to reflect changes in your life, your wishes, or the regulations.
A message from our CEO
CEO, Dartington Wealth Management
At Dartington Wealth Management, we prioritise honest, independent advice above everything else. Our promise is to provide guidance that genuinely benefits you, rather than meeting sales targets or promoting products. Every recommendation is made with your best interests in mind, as your financial future deserves nothing less than transparency, integrity, and care.
We’re here to build enduring relationships rooted in trust and respect, supporting you to make confident decisions at every life stage.
Ready to take the next step?
If you’d like to protect your estate from unnecessary tax and pass on more of your wealth with purpose, we’re here to help, with calm, expert guidance at every stage.
- enquiries@dartingtonwealth.co.uk
- 01223 211 122