This user account status is Approved
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 March / April 2025

Island Business March / April 2025

Events

may

02may7:30 am9:00 amNetworking Breakfast at Alzheimer Café

05may9:00 am12:30 pmFire Marshal Course – Delivered by Good Skills Training

09mayalldayIW Chamber Business Awards 2025

12may9:00 am4:00 pmEmergency First Aid at Work Course – Delivered by Good Skills Training

14may9:00 am11:00 amNetworking Brunch at The Birdham

21may3:30 pm5:00 pmCoffee and Cake Networking

22may9:30 am4:00 pmRed Funnel Business Start Up Course

Pin It on Pinterest

X