Inheritance Tax Planning

...ensure that your beneficiaries pay minimal tax on their inheritance

The need to provide for loved ones after you die is an important issue. With a little planning, you can ensure that your beneficiaries pay minimal tax on their inheritance.

Here are the main assets caught in the inheritance tax net?

  1. All personal assets, including your house, contents and personal effects
  2. Life Insurance policies arranged on an own life basis
  3. Any lump sum death benefit payable under a pension scheme in the event of death before retirement.

Policy Types

  • A single life policy covering you only
  • A joint Life/Last Survivor policy covering you and your spouse (payable on the death of the second person).

It is also possible to alter the policy should your needs change. For more information on inheritance tax planning, please contact us.