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  • Official Partners

We may be aware of the need for Inheritance Tax planning, but how many of us actually do anything about it? Truth is, few realise the scale of their potential liability – so much so that HM Revenue & Customs collected £5.2bn in IHT in 2019/20 alone*. And that’s just one of the areas Franklyn can help you with.

Mitigating IHT is important of course, to make sure your family gets as much of your estate as possible at a difficult time; but other forms of protection are important too.

Life, critical illness and disability cover are essential to help your family cope at stressful times; one in three of us will need professional care in later life, and good advice now can help cover the costs later; and estate administration can be invaluable in sorting out legal, financial and personal tax affairs after death.

Later Life Planning is one of Franklyn’s specialities, and we can help you plan for IHT, make gifts to your heirs and secure an income for long term care.

*Source:, 30 July 2020

The levels and bases of taxation and reliefs from taxation can change at any time, and are dependent on individual circumstances.

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Franklyn Financial Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website

Franklyn Financial Management Limited is registered in England and Wales, Number 06280392.

Registered Office: St. James’s House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, Cheshire, CW12 1LB, England.

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