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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 September / October 2025

Island Business September / October 2025

Events

december

15dec(dec 15)9:00 am17(dec 17)4:00 pmEmergency First Aid at Work Course (3 Days) – Delivered by Good Skills Training

18dec10:00 am12:00 pmIsland Business Drop-In

january

06jan(jan 6)11:30 am27(jan 27)1:00 pmGet-Fit Networking: Yoga - supported by PC Consultants

09jan7:30 am9:30 amNetworking Breakfast at The Chequers Inn

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