Our most recent Financial Planning Bulletin looks at how to use life assurance policies effectively when helping your clients with inheritance tax planning.
Our technical experts assess a scenario of a widower looking to reduce his inheritance tax liability. The bulletin covers using life assurance policies written under trust to:
- offset potential inheritance tax on a gift over the following seven years
- make sure the policy proceeds are available immediately to pay any tax due.
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You can find out more about this and much more in the Aviva Tech Centre. We have Financial Planning Bulletins from our technical experts on a wide variety of subjects.
