Inheritance Tax & Estate Planning

Secure your legacy, Protect your future

Specialists in inheritance tax and estate planning for UK families and business owners, structuring your estate so the right people inherit at the right time.

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Specialists in inheritance tax and estate planning

Tailored strategies for families and business owners

Based in West London, serving clients across the UK

9 out of 10

Clients who don't pay inheritance tax

£0M+

Tax Saved

Years Experience

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General information only, not personal advice.

Our commitment to you

Our commitment to you is built on trust, expertise, and a deep understanding of your unique needs.

Built on trust and expertise

Our commitment to you is built on trust, expertise, and a deep understanding of your unique needs. At Tardi Group, we are dedicated to providing personalized guidance, ensuring that every solution we offer aligns with your goals and values.

Listening, educating, collaborating

We take the time to listen, educate, and collaborate, empowering you to make informed decisions about your future.

Protecting your legacy

Whether it’s protecting your assets, planning your estate, or optimizing your financial strategies, our priority is to deliver peace of mind and lasting results. Your success is our success, your legacy is our legacy.

Meet the Director

Joe Tardi: UK- and US-licensed inheritance tax and estate planning specialist, cross-border since 2018, founder-led from first call to implementation.

About Joe

Step 1

Arrange an introductory meeting.

Step 2

We get to know you, your goals and objectives

Step 3

We create a strategy to achieve your objectives

Step 4

You decide if you want to proceed.

Step 5

We implement and monitor your financial plan

Step 1

Arrange an introductory meeting.

Step 2

We get to know you, your goals and objectives

Step 3

We create a strategy to achieve your objectives

Step 4

You decide if you want to proceed.

Step 5

We implement and monitor your financial plan

What our clients say

We're proud to have helped families and business owners across the UK.

“Tardi Group understood our family dynamics immediately: who is involved and what matters to us. They produced a clear plan that made sense for our situation.”

Richard

“We had been anxious about the IHT discussion. They ran the numbers, showed us the potential savings, and explained everything in terms we could follow. A significant improvement.”

Jasmine

“We wanted wills, LPAs and related documents in order. Tardi Group arranged everything and we now have clarity that our children are properly provided for.”

Patel Family

“We had previously worked with a larger firm. With Tardi Group we had a single point of contact from start to finish. They knew our situation and it showed in the advice.”

Surinder

“Trust structures were unfamiliar to me. They walked me through the options clearly and we implemented only what was appropriate for our circumstances.”

Property Investor

“We had delayed this for years. Tardi Group made it manageable. They told us what we needed and when. No pressure, just clear next steps.”

Retired Couple

“Our estate plan was fragmented before. Now we have clarity on our position and what happens next. That matters a great deal to us.”

Emma

“Tardi Group helped us achieve a six-figure saving on IHT and established the right structures for our business handover. Professional and efficient.”

Business Owner

“Tardi Group understood our family dynamics immediately: who is involved and what matters to us. They produced a clear plan that made sense for our situation.”

Richard

“We had been anxious about the IHT discussion. They ran the numbers, showed us the potential savings, and explained everything in terms we could follow. A significant improvement.”

Jasmine

“We wanted wills, LPAs and related documents in order. Tardi Group arranged everything and we now have clarity that our children are properly provided for.”

Patel Family

Want to talk about your plans?

Speak to us and see how we can help you achieve your goals

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