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Expert Inheritance Tax (IHT) Advice UK Wide
Don't leave it too late - start reducing your inheritance tax (IHT) liability today.
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INHERITANCE TAX EXPERTS

About Our Company

Trusted Financial Advice Since 1995 Offering Nationwide Inheritance Tax (IHT) Support. Whether you prefer face-to-face meetings with a local adviser, or the flexibility of teams and telephone consultations, we provide tailored financial advice wherever you are.
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3,900

Active Pension
& Investment Clients

£500M+

Funds Under Our Advice

30 Years

Trusted Financial Advice Since 1995

5/5

Google & Trustpilot Rating

INHERITANCE TAX MITIGATION

Who We Are - Beals Wealth Management

Inheritance Tax on Pensions is a trading style of Beals Wealth Management, an established financial services firm that has been supporting clients with pensions, investments, and mortgages for decades.

By creating this specialist arm of the business, we focus entirely on the unique challenges around pensions and IHT, while clients still benefit from the strength, reputation, and regulatory oversight of our parent company.
OUR FIRM WEBSITE

We combine trust planning, life insurance, gifting strategies, pension advice, and estate planning to help you pass on more of your wealth to your loved ones.

INHERITANCE TAX ADVICE

What We Do - Inheritance Tax Planning & Mitigation

IHT on pensions planning: clarify how your pensions are treated now and under the 2027 rule changes.
Beneficiary nominations & death-benefit structuring: make sure your wishes are properly reflected.
Trust & protection planning: coordinate pensions with life cover and trust wrappers where appropriate.
Estate equalisation: align pensions, ISAs, property and business assets for efficient outcomes.
Executor & family guidance: straightforward support so loved ones know what to do, and when.
Inheritance Tax Planning, Estate Planning and Trusts are not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

Worried About Inheritance Tax (IHT)?

Book Your IHT Estate Review Today. 
Our review includes a full assessment of your estate and pensions, along with expert guidance on how to mitigate your inheritance tax liability.
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Inheritance Tax on Pensions is a trading style of Beals Mortgage and Financial Services Ltd an appointed representative of Quilter Financial Services Limited which are authorised and regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited August 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166

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