Taking out a policy to provide your beneficiaries with a lump sum to pay the IHT bill when due is the simplest way to preserve your estate.
Advantages: Ensures that the projected IHT bill will be payable without your beneficiaries having to utilise assets within your estate
Disadvantages: Can be costly depending on your age when taking it out and the amount of cover required.
Finsgate LLP | Parallel House | Guildford | GU1 2AB, United Kingdom
T. +44 203 432 5564 | E. admin@finsgate.com
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
T. +44 203 432 5564 | E. admin@finsgate.com
Copyright © 2022 Finsgate - All Rights Reserved.
Finsgate LLP is authorised and regulated by the Financial Conduct Authority | FCA Number: 522649| Registered Office: Parallel House | Guildford | GU1 2AB.