Ian Lewis FPFS

Areas of expertise

Inheritance tax mitigation
In retirement planning
Defined benefit pension transfer advice

Experience

Over 25 years of experience helping individuals and families with their personal finances. Accumulation of wealth, through to decumulation in retirement, and ultimately, the tax efficient transfer to the next generation.

Notable client work and achievements

Particular specialism in easy to understand inheritance tax planning, typically resulting in significant savings for families.

Professional qualifications and memberships

Fellow of the Personal Finance Society