When giving gets tricky
When it comes to gifting, the impacts of Inheritance Tax can be hard to factor in – but keeping proper records, using the IHT403 form, can ensure you don’t get caught out.
Welcome to Montgomery Charles
We believe that by helping people to understand what they really want from life, we can open up a world of possibilities. With our help, you can realise your dreams and secure peace of mind for you and your family.
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A personal service
With Montgomery Charles, you’ll never speak to a computer. You’ll know us, and we’ll know you. Our team will take the legwork out of filling out forms, and implementing things you know you should do but haven’t yet done. We’ll look after it, we’ll monitor it and we’ll manage it.
We focus on long-term relationships with our clients, integrating all aspects of your finances – whether business or personal – to ensure we always give you relevant and timely advice.
We focus on long-term relationships with our clients, integrating all aspects of your finances – whether business or personal – to ensure we always give you relevant and timely advice.
You can take comfort in the knowledge that whilst you run your business, we will look after your financial future.
Jurassic Coast, Dorset
Take the first step towards a brighter financial future
We know that seeking financial advice can be a big step. An Initial Consultation is a brief, informal conversation where we’ll introduce ourselves, and talk about you and your future. There’s no charge, and there are no obligations.
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