The Importance Of Planning For Inheritance
Life insurance is one of the most straightforward and cost-effective ways to preserve the value of your estate and provide liquidity for your family and executors at a sensitive time.
A well-planned policy can be particularly beneficial when there are illiquid assets involved, such as property, or when gifts of substantial value are being made.
We have a comprehensive understanding of the planning requirements around UK IHT exposure and can advise and arrange life insurance policies that are suitable for:
- Providing for high-value estates.
- Providing for potentially exempt transfers.
- Providing for non-UK resident and non-UK domiciled clients.
Whatever your situation or needs, our in-depth appreciation of ongoing changes to tax and trust laws allows us to implement effective policies and stay one step ahead.
Please get in touch if you would like to speak to us about arranging an insurance policy suitable for funding IHT by emailing firstname.lastname@example.org or calling 020 7633 2222.