FESTIVE OPENING HOURS: Our contact centre Mutual Direct will be closed 25-26th December and 28th December & 1st January. If planning a visit to your local agency office please ring ahead to check that they are open.

FESTIVE OPENING HOURS: Our contact centre Mutual Direct will be closed 25-26th December and 28th December & 1st January. If planning a visit to your local agency office please ring ahead to check that they are open.

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Inheritance Tax Planning

Grandparents and grandchildren on country walk

Helping you plan and enjoy your future.

Inheritance Tax can be complex, but careful planning can reduce the amount of tax payable.

Safeguarding your business, estate or farm for future generations needn’t be a worry – an NFU Mutual Financial Adviser can help put a plan in place.

Call: 0800 622 323

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When you contact us we'll explain the advice services we offer and the charges.

NFU Mutual Financial Advisers advise on NFU Mutual products and selected products from specialist providers.

Financial advice is provided by NFU Mutual Select Investments Limited.

Please note that Inheritance Tax advice is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority

Financial advice the NFU Mutual way

Our Financial Advisers are here to share NFU Mutual’s wealth of knowledge, answer your financial questions and bring clarity and focus to your goals.

Find out more