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Montgomery Estate Planning Limited
Katy
Baxter

PO Box 1650
Berkhamsted, Hertfordshire HP4 9ES

01983 891000

Providing Independent Estate Planning financial services advice to families, so that they can leave a lasting legacy to loved ones. Navigating the complexities of Inheritance Tax planning and transferring wealth to the next generation in a tax efficient way. Adviser Katy Baxter, now based on the Island, has been running financial services businesses for 25 years.

15% discount of our published fees for advice and financial planning.

Financial services

Island Business July / August 2025

Island Business July / August 2025

Events

august

06aug1:00 pm4:00 pmIW Chamber Cowes Week BBQ & Drinks with Red Squirrel Property Shop

11aug9:00 am4:00 pmEmergency First Aid at Work Course – Delivered by Good Skills Training - August

20aug1:00 pm4:00 pmMembers-only tour of Vestas’ Island Facilities

september

05sep7:30 am9:00 amNetworking Breakfast at Wildheart Animal Sanctuary

10sep9:00 am11:00 amNetworking Brunch at Pinnacle Suites

15sep(sep 15)9:00 am16(sep 16)4:00 pmPaediatric First Aid (2 Days) – Delivered by Good Skills Training

17sep3:30 pm5:00 pmCoffee and Cake Networking

22sep9:00 am4:00 pmEmergency First Aid at Work Course – Delivered by Good Skills Training

22sep(sep 22)9:00 am24(sep 24)4:00 pmEmergency First Aid at Work Course (3 Days) – Delivered by Good Skills Training

25sep9:30 am4:00 pmRed Funnel Business Start Up Course

26sep7:00 pm10:00 pmCasino Night at Snacks & Ladders

29sep9:00 am12:30 pmFire Marshal Course – Delivered by Good Skills Training

30sep9:00 am5:00 pmMental Health First Aid (Ofqual regulated) – Delivered by Good Skills Training

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