Tax & Estate Planning Advice

At ML, we offer specialist advice on the best strategies to effectively safeguard your financial assets as well as ensuring that you receive tailor-made, tax-efficient estate planning solutions.

Why Plan Your Estate Now?

In the current property market, property assets can greatly impact the value of your estate, for good or bad. Whether your net value has risen or fallen, careful tax planning and estate management is needed to avoid disappointment. At ML Financial Associates, our extensive knowledge and understanding of the UK taxation system helps our clients to make plans for the safe and tax efficient distribution of their estate while they are alive rather than leaving these important decisions to the government when they have passed away.

There are many possible solutions to distribute your estate tax efficiently. At ML,we will happily advise you on the most suitable methods to help achieve your aims. Get in touch with our tax and financial advisors to go through your tax and estate planning options today.

Inheritance Tax is often viewed as a tax that is suffered by only the very wealthy, but it actually affects more of us every year. Speak to us so that we can advise on how these taxes can be avoided. Our Directors, Simon and Craig, have each obtained an advanced taxation qualification and are here to help.

Our offices are based in Northampton and Wymondham, UK. Talk with us over the phone, online, or contact us to book a visit to one of our Norfolk & Northamptonshire locations. 

Unlike our financial advisory work, the Financial Conduct Authority does not regulate some forms of tax advice or trusts.

Inheritance Planning

What to do if you inherit money

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Book a consultation

Ensure the security of your financial future. Reserve a consultation today to discuss your financial objectives and uncover a customised strategy to attain them.


Whilst our Northampton office hours are largely the same as our Head Office in Wymondham, there are occasions when it is unmanned during the working week.

We would love to see you though – so if you do not have a meeting booked in at our Northampton office, but are thinking of popping in to see us or to drop something off to us, then please give us a call on 01953 711123 to check that there will be someone in the office for when you plan to visit.

Thank You