Inheritance Tax Planning

When we provide financial planning services to a client, the client’s aim is generally to aquire enough wealth to fulfil their financial objectives.

Some clients who accumulate a large amount of wealth and wish to pass this on to the next generation in the most tax-effective manner, will need Estate planning advice. 

If there is an inheritance tax liability on an Estate, this type of life cover allows the proceeds from the plan to be used to pay the tax liability in an efficent manner.