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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 May / June 2025

Island Business May / June 2025

Events

may

21may3:30 pm5:00 pmCoffee and Cake Networking

22may9:30 am4:00 pmRed Funnel Business Start Up Course

29may10:00 am12:00 pmChamber Chat: Meet the Chamber

june

06jun7:30 am9:00 amNetworking Breakfast at Isle of Wight Steam Railway

11jun11:30 am1:00 pmLight Lunch with Rouse Ltd

12jun10:00 am12:00 pmChamber Chat: Meet the Chamber

16jun9:00 am12:30 pmFire Marshal Course – Delivered by Good Skills Training

25jun2:30 pm4:30 pmAfternoon Tea at Quarr Abbey

26jun9:30 am4:00 pmRed Funnel Business Start Up Course

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