About Us
Tardi Group works with UK families, business owners, and property investors whose estates are large enough that HMRC will take a meaningful share unless a plan is in place.
Our expertise
Inheritance Tax Solutions
Reduce your beneficiaries' IHT exposure with structures that hold up to HMRC scrutiny.
Learn More →Wills & Estate Planning
Make sure the people you love actually inherit what you intended.
Learn More →Trusts & Family Investment Company Planning
Pass on your business or portfolio without losing control.
Learn More →International Residency & Tax Planning
UK estates with international components, dual residency, and cross-border structures.
Learn More →Specialist guidance
We provide specialist guidance on inheritance tax and estate planning, alongside broader wealth planning for individuals, families, and business owners. Whether you're starting your estate planning journey, growing multi-generational wealth or looking to reduce inheritance tax exposure, we shape solutions around your individual needs.
Our commitment to you
Our commitment to you is built on trust, expertise, and a deep understanding of your unique needs. We take the time to listen, educate, and collaborate, empowering you to make informed decisions about your future. Your success is our success, your legacy is our legacy.
Meet the founder
Joe Tardi
Estate planning and inheritance tax practitioner
Joe Tardi is an Associate of the Chartered Institute for Securities & Investment (ACSI), the UK's specialist body for securities and investment professionals. His route into estate planning came via cross-border wealth work since 2018: advising UK-resident families with US-situs assets, dual-residency exposure, and cross-jurisdictional business interests, where the planning that sits around the regulated products often matters more than the product choice itself.
Tardi Group was founded to bring that same coordinated thinking to UK estate planning: a single point of accountability across wills, trusts, family investment companies, inheritance tax, and business succession, with the regulated parts handed off to FCA-authorised partners only where they actually need to be.
Tardi Group Ltd is not authorised or regulated by the FCA as a firm. Where regulated investment advice is required, we work alongside FCA-authorised advisers: Joe leads the planning, the regulated firm executes the products. Every engagement is founder-led from discovery through implementation, with bespoke strategies grounded in each client's family context, risk profile, and long-term goals.
- ACSI member (Chartered Institute for Securities & Investment) — entry route for cross-border investment work that informs the planning Tardi Group leads.
- Cross-border estate and wealth planning experience since 2018, covering UK estates with US, EU, and APAC components.
- Founder-led delivery from discovery through implementation: wills, trusts, inheritance tax, family investment companies, and business succession.
- Recommendations grounded in your family context, risk profile, and long-term goals, never in product placement.
Is this for you?
Five situations we're built for
If your situation looks like one of these, we're probably the right call. If it's something else, we'll tell you honestly, and refer you on if we can't help.
Want to talk about your plans?
Speak to us and see how we can help you achieve your goals
Book a 30-minute callDisclaimer
For UK consumers only. Tardi Group Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). Information on this site is general and not personal advice. Personal recommendations (where applicable) are provided after a full review and signed client agreement. We collaborate with FCA-regulated advisers where required.