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Inheritance Tax: How Can You Pass More of Your Wealth to the Next Generation?

2026-10-06T11:45:16+01:00

Inheritance Tax can significantly reduce the value of an estate passed to your family. Discover how careful planning, gifting, trusts and reviewing your investments could help you make the most of your wealth.

Inheritance Tax: How Can You Pass More of Your Wealth to the Next Generation?2026-10-06T11:45:16+01:00

Let’s Talk About Your Future

Schedule a free initial consultation with Eden House, where you’ll receive independent, tailored financial advice from our dedicated experts.
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JD – June 24

When Matthew set up on his own I took the opportunity of moving my investments with him. The performance of the funds Matthew has chosen for me since then have far exceeded my expectations and have proven the value of his qualifications and experience. I have no hesitation in recommending him to any potential investors.

Rated 5 out of 5 stars

Mrs Little – Penrith – Jan 23

Matthew has been my financial advisor for a number of years. In that time I have been most pleased with the high level of personal and professional service that he has provided. I have been extremely satisfied with the investments that Matthew has made on my behalf and with the help and guidance that he has given.

Rated 5 out of 5 stars

Tony – Wigton – May 25

I have relied on Matt to provide financial guidance now for a number of years, mainly around pension planning and retirement income. Matt’s thorough, personalised and pragmatic approach gives confidence in his advice and recommendations and has resulted in peace-of-mind for me and my family. Matt is always professional, contactable when needed, delivers as promised and I unhesitatingly recommended Matt’s services to family and friends.

Rated 5 out of 5 stars

Mrs Wilson – Carlisle – Jan 23

I was introduced to Matt through a close friend as I needed advice with a Lasting Power of Attorney. I am looking after a family members financial portfolio and wanted some advice. Before meeting Matt, I was confused and overwhelmed as I had no understanding of investments or the rules and responsibilities of being an attorney. Matt was patient, clear and explained everything to me in a language I could understand. I now feel more empowered and confident that I can cope with everything and know that now I have Matt looking after me I will be in safe hands.

Rated 5 out of 5 stars

Alistair – Dumfrieshire – Jan 23

I wanted to seek out an adviser to bring some structure to my financial affairs, over the longer term I don’t want to leave problems for the family to sort out. Matthew initially provided pension advice but more latterly a review of our finances was carried out. The pension is with a good company and even with the market movements is still making progress. Dealings with Matthew have gone smoothly and efficiently.

Rated 5 out of 5 stars

Mrs Smith – Dumfries – May 25

Clear concise explanations which are broken down into plain English.Very quick responses to questions. Always approachable and gently keeps the process moving to completion. Confirms
that documentation has arrived timeously. Takes the stress out of major financial decisions.

Rated 5 out of 5 stars

Mr and Mrs McNaughton – Penrith – Sept 24

We would like to thank Arran for all his help and highly recommend him.
Deciding when to retire involves apprehension particularly around financial security.
Arran is very professional, friendly and welcoming, with the knowledge and ability to talk through all the options. Pleasingly he applied our plans and hopes throughout.
He fully explained all our options in a clear manner which helped us make our decision in confidence.
We feel secure for the future and fully appreciate his guidance. Our only regret is that we hadn’t engaged with him sooner.
Thank you Arran.

Rated 5 out of 5 stars

Ian & Al – Sebergham – Oct 24

Having received the offer from my final salary pension scheme, several decisions were required to be taken prior to retirement in August 2024. As a couple, we decided we needed independent financial advice and sought suitable people to help us with the issues. Having found Matt & Arran, our discussions during the initial no obligation meeting clarified many items that needed resolving to ensure we had a financially secure retirement.
Arran was able to explain all the options with clarity in a professional and friendly manner, and everything was explained in plain english, enabling us to make decisions wisely. We also feel secure in the knowledge that both he and Matt will continue to look after our interests in the future, so we thank them both for all their help, and highly recommend them to anyone requiring clarity in similar financial situations.
Rated 5 out of 5 stars

John P – Oct 24

Matt has looked after our finances for the last 6 years & we are extremely happy with the pro active advice he as given us .

He has refreshing ability to explain complex matters simply &easily & without jargon

Matt spends time considering our situation & is therefore able tor tailor advice to us as individuals & he monitors the progress of our investments & advises when changes are beneficial

We would have no hesitation in recommending him

Rated 5 out of 5 stars

Alan Logue – May 25

I have known Matt for over 9 years he looked after my late wife and my investments when he was with another company, we both liked Matts personality and were impressed with his
ability, now he has started on his own I am very pleased and confident for him to look after my investments, good luck Matt with your venture, you deserve the success you are having.

Rated 5 out of 5 stars

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Eden House Financial Services is a trading name of Matthew Slessor Wealth Management Limited which is an appointed representative of 2plan wealth management Ltd who are authorised and regulated by the Financial Conduct Authority. Matthew Slessor Wealth Management Limited is entered on the FCA register (www.FCA.org.uk) under no 989551. Registered office: 22 Mayfield, Carlisle, Cumbria. CA2 4SS. Registered in England and Wales Number: 14470433.

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Office - 01228 498735
Matt - 07368 644046
Arran - 07568 586991
info@edenhousefinancialservices.co.uk

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