Estate Planning

In today’s fast paced world, one thing is always constant and sadly inevitable, we will all pass at some point.

The Current IHT threshold is £325,000 * per individual and assets above this amount can be subject to taxation at 40% * before the beneficiaries receive the estate. Recent changes also means the tax bill has to be paid before the estate is released often causing further stress, burdens and delays.
We refer to our estate planning specialists to ensure all the possible planning is put into place to ensure this process is as seamless, swift and efficient as possible.

This involves a full estate review and utilising wills, trusts and policies along with forward planning using allowable exemptions, the aim is to ensure as much wealth is preserved and passed on as possible with the least possible delay.

Please be aware that the products and services listed on this page are not regulated by the Financial Conduct Authority.

We’d Love to Refer You To A Estate Planning Specialist

Express Consent

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RH Financial Consultants Limited, CFC House, Acorn Business Park, Woodseats Close, Sheffield, S8 0TB.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.


We normally charge a fee of £399 for mortgage advice, however, this will be dependent upon your circumstances.

R H Financial Consultants Ltd is an appointed representative of PRIMIS Mortgage Network. PRIMIS Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.

RH Financial Consultants Limited is entered on the FCA register reference: 408543 | Data Protection registration number: Z9670385 | Consumer Credit License number: 0594894

Registered in England and Wales, number 4477788

Members of The Personal Finance Society and The Chartered Insurance Institute