IHT Planning

Insight Financial Associates

Planning for your family’s future

If you have spent your life carefully investing in the financial future of not only yourself, but also those closest to you, then Inheritance Tax Planning should be a priority.

Where an estate is over the IHT threshold, your beneficiaries can be jeopardised and subject to pay an unnecessary tax. With professional IHT advice, in most cases this can be reduced and sometimes eliminated.

If your assets exceed the prescribed thresholds, you could find that your estate attracts a 40% tax that your beneficiaries are unprepared for. Planning, in these circumstances, is crucial.

Insight Financial Associatesthe building foundations of your family’s financial future


IHT Planning
IHT Planning

Making the right choice!

Insight Financial associates can provide you with advice tailored to your specific circumstances.

We can assist you in ensuring that all eventualities are dealt with in advance, giving you time to concentrate on the present rather than focusing on what will happen in the future.

If you would like to learn more about the IHT Planning Services available to you, please contact Insight today.

Our Companies

Say hello to the Insight group of companies...

insight financial associates

With our forward-thinking approach and combined professional experience, Insight brings together an unrivalled ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients. 

property investor partnership

We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth.  We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant. 

insight private finance

We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios. 


We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.

foresight estate planning & will writing

We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney. 

insight accountancy services

We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order.

Insight IFA – Helping you achieve your financial freedom!

Insight Financial Associates maintain an open and friendly relationship with our clients. Our aim is to 'take the fear out of finance' by offering the very finest financial advice that delivers results time and time again.

About Us

All the information about us and the philosophy behind who we are.

Meet the Team

Insight Financial Associates advisers and marketing team.

Say Hello!

Contact your nearest office today and begin your financial journey.

Looking for a little more insight?

Make an appointment with Insight Financial Associates today!