A will determines who inherits your assets, estate planning defines how they’re structured and protected. We’ll connect you with advisers who ensure your wealth is transferred efficiently, with minimal tax exposure and maximum control.

We will introduce you to specialists who identify the right allowances, reliefs, and planning opportunities, helping you pass on more of your wealth while maintaining flexibility and control.

Not at all. The advisers we work with help individuals and families at every stage of wealth create structured plans that protect assets, reduce complexity, and provide peace of mind.

Whenever your circumstances, family situation, or tax rules change. We’ll connect you with professionals who keep your arrangements current, compliant, and aligned with your wishes.

Preserving wealth across generations requires foresight and precision. We help you find specialists who structure your assets effectively, manage tax with care, and ensure your capital passes smoothly and intentionally to the people and causes that matter most.

Compare Wealth Managers Specialising in tax and Inheritance Planning

I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott.

Mr C. Barry

Invaluable help with choosing a wealth manager

I was highly impressed by the level of care and attention I received from Compare Wealth Managers and Neil. If you’re unfamiliar with the financial or investment world, it can be daunting and overwhelming to know where to start. Neil took the time to understand my circumstances and future goals before suggesting suitable advisers. He explained everything clearly, without jargon, and made sure I felt confident about every step. What stood out most was how personal the experience  there was never any pressure, just thoughtful guidance and genuine expertise. Thanks to Compare Wealth Managers, I now have a trusted financial partner and a clear plan for the years ahead.

Mr K.

Outstanding …

I came across Paul Dredge and Compare Wealth Managers when looking to competitively evaluate my current wealth management company. Paul saved me the job of having to evaluate prospective firms, by introducing me to companies already vetted by CWM.

Compare Wealth Managers Specialising in tax and Inheritance Planning

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