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Full Private Banking Advice
Keith Edwards
James Johnsen
Amanda Loram

Investment Management
Graham Hughes

Pensions Advice
Stephanie Bebbington-Dyke
Peter Burton

Banking Deposits
Phillip Slade

Bank Lending
Sue Best

Tax Compliance
Karen Blake

Trust Administration
Ann Hallett

Tax Advice

Church House offers a personal and practical tax advisory service, which aims to help you to formulate and implement your plans in a tax efficient way. Planning to reduce inheritance tax can be an important part of this activity. Recent Government policy has been to broaden the tax base.

This has produced a complex range of taxes. Before taking any action therefore, it is important to identify the taxes involved, quantify the amount of tax at stake and develop a plan to mitigate the cost, which is consistent with your personal wishes and objectives.

To do this you need to:

• Be clear and fully understand what you want to achieve.
• Have someone with imagination and technical skill to design what you need.
• Be comfortable that what is planned suits you and your family.
• Have someone who will answer your questions clearly and sensitively.