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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

june

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

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

july

02jul9:00 am11:00 amNetworking Brunch at Richmonds Cake & Coffee Co.

03jul10:00 am12:00 pmChamber Chat: Meet the Chamber

09jul7:30 am9:00 amBusiness Breakfast at IW Chamber Business Expo 2025

09jul10:00 am4:00 pmIW Chamber Business Expo 2025 with WightFibre

09jul12:30 pm2:30 pmBusiness Lunch at IW Chamber Business Expo 2025

17jul10:00 am12:00 pmChamber Chat: Meet the Chamber

21jul12:00 pm2:00 pm‘Net-Gaming’ Lunch at Snacks & Ladders

24jul9:30 am4:00 pmRed Funnel Business Start Up Course

31jul10:00 am12:00 pmChamber Chat: Meet the Chamber

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