Who We Are
About Us
At Tardi Group, we specialise in inheritance tax and estate planning for UK families and business owners. From wills and trusts to Family Investment Companies and business structuring, our work is about making sure the right people inherit at the right time, and that your estate is structured so it isn't eroded by avoidable tax.
Our expertise also extends to trust planning and setting up Lasting Powers of Attorney, giving you peace of mind that your wishes will be honored and your loved ones cared for. With a client-focused approach and a dedication to excellence, we strive to simplify complex processes and deliver solutions that align with your unique goals. Let us guide you every step of the way in planning for a secure and prosperous future.
Inheritance Tax Solutions
Structured planning to reduce inheritance tax exposure and protect estate value.
Learn More →Wills and Estate Planning
Clear wills and estate planning so the right people inherit at the right time.
Learn More →Trust Planning
Trust structures that protect wishes and support smooth succession across generations.
Learn More →Family Investment Company Planning
Family investment company planning aligned to long-term control and tax efficiency.
Learn More →Business Structuring
Structure the business, entities, ownership, shares, for tax efficiency, growth, and eventual exit.
Learn More →Business Sale & Exits
Plan the exit so the proceeds land in the right hands and structures, not in a needless tax bill.
Learn More →Accountancy Services
Coordinated referral to specialist accountants, keeping your accounting aligned with your estate planning.
Learn More →Business Succession Planning
Practical succession planning to protect continuity, value, and family outcomes.
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
Inheritance tax and estate planning specialist
Joe Tardi is an inheritance tax and estate planning specialist, licensed in both the UK and the US. Tardi Group Ltd is not authorised or regulated by the FCA; where regulated investment advice is needed, we collaborate with FCA-regulated advisers. Since 2018, Joe has specialised in cross-border estate planning, guiding UK and international clients through the complexities of inheritance tax and succession with clarity.
Renowned for his meticulous attention to detail and ability to distill complex inheritance tax matters into clear, actionable guidance, he possesses extensive expertise in UK financial systems. He formulates comprehensive, bespoke strategies designed to preserve and enhance client wealth. His commitment to delivering tailored, forward-thinking solutions ensures that clients' financial legacies are effectively protected and optimised.
- UK- and US-licensed; we collaborate with FCA-regulated advisers for the regulated investment side of client work.
- Cross-border estate planning experience since 2018.
- Founder-led delivery from discovery through implementation: wills, trusts, inheritance tax, FICs, and business structuring.
- Recommendations grounded in your family context, succession plans, and long-term goals, never in product placement.
Want to talk about your plans?
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