Tailored Wealth specialises in providing tailored Inheritance Tax  and Investment Planning solutions based on individual needs and circumstance. Monthly seminars are held at various central locations within the Devon and Cornwall area, and target the key issues affecting inheritance and investment planning, as well as offering a question and answer session at the end. The seminar clearly and concisely provides an explanation of how the differnt types of investments work, and which ones help to mitigate an IHT bill. Free information packs are then available at the end of all seminars to accompany everything covered, together with the opportunity to book a free, no obligation one-to-one appointment.

Tailored Wealth also has the facilities to offer an additional range of products from pension planning to savings plans and protection upon request. They also have a panel of outside professionals from solicitors and legal facilitators to will writers and mortgage brokers.

To view the list of forthcoming seminars please go to the seminar 2008 page. There is no charge for attending and you are under no obligation to see us should you attend.