How we help

Inheritance Tax planning

There is huge peace of mind in knowing your loved ones will receive the biggest benefit possible from your inheritance wishes.

Taking the time to plan ahead helps reduce uncertainty, avoid unnecessary complications and ensure your legacy supports your family’s future. It’s about protecting what matters most, so you can focus on enjoying life today, knowing your wishes will be respected tomorrow.

Our approach

We know from our clients that there’s a great deal of uncertainty around inheritance. It’s not always clear what the laws are, who gets what at what tax rate and which measures are likely to be most efficient. Our tax advisers will talk you through the regulations and find out if any existing plans – such as your will – are structured in the right way.

We’ll also discuss how specific investments and pensions work from an inheritance perspective. Then we’ll give you strategic recommendations for securing your assets against Inheritance Tax – leaving you free to get on with enjoying life.

Book time with a financial expert

Whether you’re exploring your options or need specific financial advice, enter your details and our team will be in touch shortly.

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Useful resources

Read our financial planning insights and analysis of the latest news.
FAMILY WEALTH
Your family’s future and changes to business (BPR) and agricultural property relief (APR)
6th February 2026
PORTFOLIO UPDATE
Investment Update Q1 2026
14th January 2026
CURRENT AFFAIRS
Reasons to be cheerful – 2026
16th December 2025
BUDGET
Autumn Budget 2025 – Our Summary
27th November 2025
BUDGET
Autumn Budget 2025: what to expect
21st October 2025
PORTFOLIO UPDATE
Investment Update Q4 2025
14th October 2025
FINANCIAL PLANNING
Income protection: securing regular income in long-term illness
18th September 2025
FINANCIAL PLANNING
Pension Awareness Week: is your pension fit for purpose?
16th September 2025
RETIREMENT
Do I have enough to retire?
29th July 2025
FINANCIAL PLANNING
Case study: Supporting a clients inheritance planning goals
17th July 2025
PORTFOLIO UPDATE
Investment Update Q3 2025
15th July 2025
RETIREMENT
Planning for retirement in volatile times
29th May 2025
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ABOUT US

Helping you achieve financial freedom

We’ve made it our mission to enable more people to make life decisions without worrying about the cost. Whether it’s working on your own terms, retiring early or growing your retirement fund, we’ll help you to make it happen.

Learn more

Having worked with Mike and Amicus since it's inception I know that my finances are in good hands. The regular reviews that Mike organizes with me to validate the investment strategy enable us to tweak the portfolio along the way for maximum value and has helped produce strong returns. I have used Mike and his colleagues at Amicus to inform me across various other parts of my financial planning, including arranging the financing for property purchases and have been confident in recommending him to friends and colleagues who have communicated to me that they are equally pleased.”

L.S-C

I particularly like the fact that I will be made aware of potential future changes in legislation or rules that could impact me. This combined with the regular review meetings that re-assess current state gives me the confidence that I can adjust my financial plans in plenty of time, if required.”

J.T

I have a great relationship with Mike and trust him 100%. He knows my goals, risk tolerance and appreciates my lack of time. I am a very structured person and like that he always comes super prepared for our meetings. I feel as though my financials are in a safe pair of hands but also that my changing needs are being met. I see this as a long-term partnership.”

V.C

I would certainly recommend Amicus Wealth as the financial company you should be talking to. I was provided with impartial, practical and professional advice on my financial portfolio which I have matured both privately and professionally. After using another renowned broker, I decided to obtain a third party opinion and went to Amicus Wealth who methodically and meticulously went through my various policies and ended up with a streamlined and comprehensive set of policies that provides for my future and at a reduced premium – what else could I ask for.”

T.H

I originally approached Will Pennie because I was looking for advice on pension management. Having received very good guidance and support on my pension planning, I also used Will for a more holistic approach to the management of my finances. I have already recommended Will to colleagues, the sort of person that would benefit most from using Will is the busy senior manager/executive that cannot dedicate the time required to self-manage their finances and is looking for solid and dependable financial advice.”

G.K

Gethin put forward a range of suggestions and ideas that I would not have been able to undertake myself to ensure that I maximized the window of investment opportunity available. Before I came to Amicus, I had no real specific concerns however has previously dealt with my financial arrangements myself but wanted to understand transparency of arrangements. It has been a very useful experience to help me get my financial planning on a sound footing and provide opportunities for the future. ”

C.S

I have no hesitation in recommending Chris’s services. In my view – regardless of your situation – it is always worth an initial conversation with Chris to see if he can assist you in meeting your investment and tax management objectives. When I first met Chris I did not have a clear idea of what I was looking to achieve or indeed what was possible. I also needed to feel comfortable dealing with him and his company.”

M.W

We would recommend Amicus to seasoned and novice investors alike and to any budding entrepreneurs. Dave and his team at Amicus are a dynamic, forward looking company and I am confident that our investments and the advice we receive are on a very sound footing. We particularly liked the thorough approach and risk analysis Amicus used to understanding our financial situation and advising on the possible strategies which could be used to maximise our funds growth over the long term.”

G.Y