Top 8 Inheritance Tax Planning (IHT)

  Name of Firm Profile Firm's website
Square One FinancialProfile
  • Authorised and Regulated by the FSA.
  • Over 20 years in business.
  • The company claims to have 1,800 clients and no complaints over the length of its business activity.
BarclaysProfile
  • Authorised and Regulated by the FSA.
  • Barclays Bank Group is listed on the LSE, NYSE and TYO.
  • Barclays Stockbrokers is the UK's number one retail stockbroker with over £10 billion assets currently under management.
  • This is the dedicated stockbroking arm of the Barclays Bank Group.
  • Barclays has been involved in banking and investment management for over 300 years and in over 60 countries.
MW Legal Services.co.ukProfile
  • Authorised and Regulated by the FSA.
  • The company specialises in the provision of inheritance tax relief and aids people in writing Wills.
Legal & GeneralProfile
  • Authorised and Regulated by the FSA.
  • Listed on the LSE.
  • The company offers services that include pension funds and mortgages.
  • Manages over £211 billion.
PrudentialProfile
  • Authorised and Regulated by the FSA.
  • Established in 1848.
  • Prudential offers services including insurance, banking and pensions.
Skipton Financial ServicesProfile
  • Authorised and Regulated by the FSA.
  • Established in 1988
  • The company is a subsidiary of Skipton Building Society.
  • The company provides advice to over 110,000 clients in the UK.
ZurichProfile
  • Authorised and Regulated by the FSA.
  • Founded in 1872.
  • The Core business is General insurance but the company offers a wide range of services.
  • Zurich operates out of 120 countries and employs 55,000 staff.
SkandiaProfile
  • Authorised and Regulated by the FSA.
  • Originated in South Africa in 1845.
  • The Group offers asset management, life assurance and banking services.
  • £239 billion under management.

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