Montgomery Estate Planning Limited | Charitable Trusts and Investing | Estate Planning | Inheritance Tax Planning

It would be lovely to meet you at one of our client events in 2023.

If you would like to join us and have savings and investments (including any pensions) of at least £250,000, and are a homeowner, please register and we'll send you more details:

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Wills

Trusts

Inheritance Tax

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Wealth Management

Event: Location & Date

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You are happy for us to contact you about our products and services. Please note: we do not share our client information with any other businesses.

Montgomery Estate Planning Ltd is authorised and regulated by the Financial Conduct Authority (reference number 944236).

Registered office address is Advalorem, 2 Manor Farm Court, Old Wolverton Road, Wolverton, Milton Keynes, MK12 5NN
Company number 12962917.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

The content of this website is for information only and does not constitute advice. The value of investments can fall as well as rise and is not guaranteed.

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Montgomery Estate Planning Limited | Charitable Trusts and Investing | Estate Planning | Inheritance Tax Planning

Event Registration

Event Registration

Event Registration

It would be lovely to meet you at one of our client events in 2023.