Welcome to Elevation Estate Planning

Estate Planning Solutions

Elevation Estate Planning Ltd is part of Elevation Financial Group Ltd, which also owns Elevation Investment Management Limited*, providing corporate and private individuals with clear, independent investment advice with professionally managed financial solutions. We have offices in Birmingham, London and Nottingham.

Elevation Estate Planning Ltd was set up to provide estate planning solutions for individuals. Estate planning is the process of arranging your affairs in order for you to pass your assets on to your selected beneficiaries – usually your children and grandchildren. The methods used should ideally minimise the amount of Inheritance Tax payable and try to ensure that assets left to children are not lost to future events such as divorce or becoming bankrupt.

To arrange a free initial meeting with one of our advisers please send us a message via our ‘Contact’ page.

£5.37bn received through inheritance tax

Source: HMRC Tax and National Insurance receipts
– Released 24 April 2019

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