Inheritance Tax
With careful planning, inheritance tax can be avoided. It is a problem best tackled through a multi-disciplined approach encompassing innovative trust use, tax-favoured investment packages and more down to earth solutions such as life insurance. A key planning tool now is to maximise the use of pensions to cascade wealth down the generations to children, grandchildren and beyond in a highly tax efficient manner where it is possible to not just mitigate inheritance tax but income tax and capital gains tax too.
Related Services
Life Insurance
A wide range of product types are available and we are well placed to sift through these to meet the your current and future financial protection needs.
Critical Illness & Earnings Replacement
Insurances such as critical illness and earnings protection can go a long way to removing the financial stress of such unfortunate events.
Business Protection
Life insurance has a core role to play in providing financial protection for private companies, partnerships and the sole trader.