Inheritance Tax & Estate planning is one of our specialisms at Sands Wealth Management. We can create and implement highly effective tax-minimisation strategies, with a particular emphasis on reducing your estate’s liability to Inheritance Tax. 

If you are deciding who is to benefit from your estate or are expecting an inheritance yourself, careful planning can prove of vital importance. Inheritance Tax affects an increasing number of families and therefore, effective use of the current exemptions should be made. We are able to offer a diverse and innovative approach to financial planning, using a number of leading products by specialists in their field. 

These include:

  • Specially tailored schemes for Inheritance Tax
  • Suitable Trusts *
  • Estate planning that can include the use of investment vehicles and protection plans

It is our view that using a bona fide holistic Inheritance Tax planner is essential to providing a comprehensive tax saving strategy. At Sands Wealth Management we work with you and your family to create solutions that are individual to you and both effective and suitable for your needs.

We will also work with your own accountant or solicitor to ensure that every aspect of your affairs is covered including your Will, Power of Attorney and probate.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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

Information relating to Wills, Lasting Power of Attorney and Probate necessitate the referral to a service that is separate and distinct from those offered by St. James’s Place and; along with Trusts* are not regulated by the Financial Conduct Authority.

Inheritance Tax & estate planning is one of our  specialisms at Sands Wealth Management. We can create and implement highly effective tax-minimisation strategies, with a particular emphasis on reducing your estate’s liability to Inheritance Tax. 

If you are deciding who is to benefit from your estate or are expecting an inheritance yourself, careful planning can prove of vital importance. Inheritance Tax affects an increasing number of families and therefore, effective use of the current exemptions should be made. We are able to offer a diverse and innovative approach to financial planning, using a number of leading products by specialists in their field. 

These include:

  • Specially tailored schemes for Inheritance Tax
  • Suitable Trusts *
  • Estate planning that can include the use of investment vehicles and protection plans

It is our view that using a bona fide holistic Inheritance Tax planner is essential to providing a comprehensive tax saving strategy. At Sands Wealth Management we work with you and your family to create solutions that are individual to you and both effective and suitable for your needs.

We will also work with your own accountant or solicitor to ensure that every aspect of your affairs is covered including your Will, Power of Attorney and probate.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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

Information relating to Wills, Lasting Power of Attorney and Probate necessitate the referral to a service that is separate and distinct from those offered by St. James’s Place and; along with Trusts* are not regulated by the Financial Conduct Authority.


“ Jonathan has given me reliable expert advice on all of my financial matters and appreciate his personal and friendly approach.

Since moving my financial affairs into his care, I have a relaxed ‘confidence’ that he will do the best possible to meet my requirements and I would certainly recommend him to others. ”


Leslie Hodgson OBE, Masham