The Cosgrove Partnership LLP
Financial Planning with You in Mind
Inheritance Tax Planning with The Cosgrove Partnership
You’ve worked hard to build your wealth — now it’s time to protect it.
Without thoughtful planning, Inheritance Tax (IHT) could significantly reduce the legacy you leave behind. At The Cosgrove Partnership, we help ensure your assets benefit the people and causes you care about — not the taxman.
Expertise You Can Depend On
We hold the prestigious Chartered Financial Planner designation and with a 4.9/5 rating on VouchedFor, our reputation speaks for itself.
We serve clients across the UK, offering estate planning strategies that are tax-efficient, legally sound, and tailored to your long-term goals.
A Tailored Approach to Your Legacy
Inheritance Tax planning is never one-size-fits-all. We take the time to understand your financial position, family dynamics, and future priorities. Your bespoke plan may include:
-
Maximising exemptions and allowances
-
Gifting strategies to reduce estate value
-
Trusts to protect and control asset distribution
-
Structuring investments to qualify for IHT relief
-
Life assurance to offset anticipated IHT liabilities
-
Coordination with your will and legal documents
Who Benefits Most from Our Service?
Our IHT planning is especially valuable for:
Profile
-
Homeowners
-
High-net-worth individuals
-
Concerned parents
-
Complex asset holders
-
Recent inheritors
-
Charitable givers
Why It Matters
-
Rising property values may push estates above the IHT threshold
-
Preserve family wealth across generations
-
Avoid leaving a tax burden for your children
-
Navigate business interests, multiple properties, or overseas holdings
-
Protect new wealth from future IHT exposure
-
Structure donations for maximum tax efficiency
Why Choose The Cosgrove Partnership?
-
Chartered expertise – Advice that meets the highest professional standards
-
Nationwide service – In-person or online, wherever you are
-
Collaborative approach – We work seamlessly with your solicitor or accountant
-
Clarity and discretion – Complex tax issues explained in plain English
Start Planning Your Legacy Today
-
The earlier you begin, the more options you’ll have — and the greater the potential savings.
Contact The Cosgrove Partnership today to arrange a no-obligation conversation with one of our advisers.