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Montgomery Estate Planning Limited
Katy
Baxter

PO Box 1650
Berkhamsted, Hertfordshire HP4 9ES

01983 891000

Providing Independent Estate Planning financial services advice to families, so that they can leave a lasting legacy to loved ones. Navigating the complexities of Inheritance Tax planning and transferring wealth to the next generation in a tax efficient way. Adviser Katy Baxter, now based on the Island, has been running financial services businesses for 25 years.

15% discount of our published fees for advice and financial planning.

Financial services

Island Business July / August 2025

Island Business July / August 2025

Events

july

17jul10:00 am12:00 pmChamber Chat: Meet the Chamber

21jul12:00 pm2:00 pm‘Net-Gaming’ Lunch at Snacks & Ladders

24jul9:30 am4:00 pmRed Funnel Business Start Up Course

31jul10:00 am12:00 pmChamber Chat: Meet the Chamber

august

01aug7:30 am9:00 amNetworking Breakfast at The Heron Smoke House at Robin Hill

06aug1:00 pm4:00 pmIW Chamber Cowes Week BBQ & Drinks with Red Squirrel Property Shop

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