Helping you to secure a future for you and your family

Honeybee Financial Planners is a trading style of Whittaker Financial Solutions Limited, Glenfield Park Business Centre, Blackburn BB1 5QH.  Whittaker Financial Solutions Limited is authorised and regulated by the FSA, reference number 409239.  

Registered in England and Wales, Company registration number 5090793.

Serving Preston, Lancashire and north west England with advice from Chartered Financial Planner and Certified Financial Planner CM

The burden of inheritance tax, although it has been reduced in recent years, is still of great concern to many people.

We make a detailed analysis to assess whether you have a potential inheritance tax problem now, or may have in the future.

Once assessed we come up with financial planning strategies to reduce or eliminate the potential burden.

Common strategies may include:

One off or regular gifts

Gifts into different types of trust

Protection policies

Enterprise Investment Schemes (EIS)

Venture Capital Trusts (VCTs)

Business Property Relief (BPR) schemes