Working with Stockdales on

Inheritance Tax Planning

Are you concerned about inheritance tax and how it affects you or your family? Tax planning is something that we can help you with, using language that you understand and we will allocate a member of the team to work with you so that you are always speaking to the same person.

Hear from our clients

Testimonial

“Having met Cath Roberts and Sharon Stockdale from the Stockdale Group, at a number of networking events in the Cornwall area and then attending a seminar presented by them both on auto-enrolment, at their well appointed offices near Bodmin, it was obvious to me that they were very client focused and pro-active towards their clients.

“I was also very impressed by the non-hard sell approach and the genuine concern to help and support my business in anyway possible, even though I was not one of their clients! So much so that I changed over to the Stockdale Group in November of this year, they completed the transition in a very professional and smooth manner and guided me through the changeover process in a simple step by step manner, leaving myself with very little to do except sit back and relax. From my experience so far, I have no hesitation at all in recommending them to any business or individual who needs to seek financial or accountancy advice.”

Trevor Ashbolt
Trans-It-Delivery

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777
Working with Stockdales on

Inheritance Tax Planning

Are you concerned about inheritance tax and how it affects you or your family?

Tax planning is something that we can help you with, using language that you understand and we will allocate a member of the team to work with you so that you are always speaking to the same person.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777