Protect your family’s wealth by managing your inheritance tax liability, including:
Life Assurance plans typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse.
Inheritance tax is hitting more people than ever before and finding legitimate ways to reduce any liability can help preserve your family’s wealth. We can advise you and take account of the implications of Inheritance Tax as part of your overall, ongoing financial plan. Our advisers can recommend solutions which, depending upon your circumstances, can save you and your family significant amounts.
We have experience of both straightforward and complex financial arrangements, and can guide you through the options to find the best solution for you. This may include dedicated insurance policies or structured investment strategies which allow you to take advantage of the available tax reliefs.
The Financial Conduct Authority does not regulate Inheritance Tax Planning
