Leaving an inheritance?
We’ll help you keep more of your wealth with your loved ones in future generations.
Helping to organise your estate
Discussing what happens to your wealth after your death is no easy conversation. We take pride in our compassionate understanding and expert technical advice on options available to you and how these can benefit your loved ones.
We help you navigate the complex laws around Inheritance Tax, allowing you to have your legacy passed on in the way of your choosing.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
We simplify the complexities of estate planning and Inheritance Tax, allowing you to make the most informed decisions regarding your wealth.
Have your wealth passed on to who matters most, ensuring your loved ones get the most out of your estate.
We help make conversations about passing on your legacy as comfortable as possible, giving you peace of mind for your family’s future.
Hear from our clients
Tracyann has always provided exemplary, friendly service showing a first-class knowledge of the financial world and offering sound advice which has never let us down and kept us financially secure. I would thoroughly recommend her.
Not only is Tracyann extremely knowledgeable and skilled in navigating the complex investment marketplace but she also has the talent to explain it clearly, laying out understandable options, with all the information needed to make the best, most informed decisions.
I have recently started my investment journey with Johnson Wealth Solutions and I have received nothing but excellent service so far. I would highly recommend this service, and I am looking forward to the future of my investments with Johnson Wealth Solutions!
Tracyann has been my financial adviser for more than 20 years and in all the time I have known her, her knowledge, support and advice has been outstanding. She has gone out of her way to find the best solution for any situation and I would feel lost without her.
I am so happy with everything Tracyann did and is still doing for me. Her customer service was incredible, and she made everything easy-to-understand. Tracyann set me up with a very good portfolio for life.
Tracyann’s advice has been invaluable and unbiased, resulting in significant financial advantages. Tracyann has created financial security for my entire family, and I feel ready to address any unknowns.
We have been clients of Tracyann for many years, she has always been very professional. It is without doubt that had it not been for her excellent advise, we would not be enjoying such a comfortable retirement
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