Who We Are
About Us
At Tardi Group, we specialize in providing comprehensive inheritance tax, estate planning and wealth management services to help you secure your future and safeguard your legacy from future ex spouses and any potential creditors. From creating tailored wills and trusts to balancing investment strategies and mitigating inheritance tax, we are committed to ensuring your wealth is preserved for future generations to come.
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
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Learn moreFamily Investment Company Planning
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Learn moreSpecialist 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
Wealth management and inheritance tax planning
Joe Tardi is a dedicated wealth management and inheritance tax planning professional, fully licensed and regulated in both the UK and the US. Since 2018, he has specialized in cross-border wealth management, guiding clients through the complexities of international financial planning with confidence and 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-regulated; cross-border focus since 2018.
- Founder-led delivery from discovery through implementation — wills, trusts, inheritance tax, and business structuring.
- Recommendations grounded in your family context, risk profile, and long-term goals.
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