Montgomery Estate Planning Limited
Katy
Baxter
PO Box 1650
Berkhamsted, Hertfordshire HP4 9ES
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



