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Expert Inheritance Tax (IHT) Advice UK Wide
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INHERITANCE TAX ADVISERS NEAR ME

Our Inheritance Tax & Pension Advisers

From pensions and investments to inheritance tax and estate planning, our expert advisers are here to protect your wealth and secure your legacy.

Contact Our Team

Whether you’re ready to book a review or just have a quick question, we’re always happy to hear from you.
01489 585 579

Book Your Free Estate Review

Use our secure form to choose your preferred date and time.
Our IHT consultations are free and without obligation. If you decide to proceed with our advisers recommendations, a fee may apply.
FREE ESTATE REVIEW

Five Star Rated Inheritance Tax & Pension Advice

Alexander Hudson

Financial Planner
DipFA, CeMAP, CeRER

Clare Cheeseman

Financial Planner
CeMAP, DipFA, BSc

Chris Milczarek

Financial Planner
MLIBF, DipFA

Daniel Pyle

Financial Planner
MLIBF, DipFA, CertLTCP

Dean Fermie

Financial Planner
DipFA, CeMAP

James Black

Financial Planner
BA (Hons) APFS, Cert CII (MP)

James Grant

Financial Planner
Chartered ALFBF

Mike Smith

Financial Planner
DipPFS

Mark Hurst

Financial Planner
DipPFS, CeFA, CeMAP, CeRER

Paul Janes

Director & Financial Planner
DipPFS, CertCII, CeRER

Neil Adams

Financial Planner
DipPFS

Olivia Rowell

Financial Planner
DipPFS, CeMAP

Trevor Wallbridge

Financial Planner
CeMAP, DipFA

Will Ashley

Financial Planner
DipFA, CeMAP, CeRER
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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