Are you gifting monies to family to reduce your Inheritance tax liability?
Do you need to insure against the risk of your passing within 7 years?
Have you got an Inheritance Liability you wish to insure as you would like to retain access to the funds?
We do not offer full inheritance tax planning, but we do offer products if you know what you need and we look to provide our advice on the best policy for your needs, at the best cost. We go to our providers and speak with the underwriters before application.
For more information please give us a call:
03456 44 25 40
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