Life Insurance to Pay the Inheritance Tax
Financial advisers often sell this option as a solution to Inheritance tax. It is not.
You are simply paying premiums every month to ensure the UK government will receive its tax in a timely manner. With over 10,000 customers we have used this option three times. The reason is simple. It doesn’t save you tax, you just pay it in advance. We read an adviser’s report recently which suggested it was a savings scheme to pay the kids’ tax. It is not.
Consider all the other methods before this option
Contact Worldwide Financial Planning on 0800 0112825 or fill in the enquiry form, select ‘inheritance tax’ as a solution, and send to us for more information.
Visit the pages below to find out more about the possible inheritance tax solutions for you.
- Life Insurance To Pay the Inheritance Tax
- Inheritance Tax Trusts
- Nil Rate Band Discretionary Will Trust
- Purchased Life Annuity
- Business Property Relief
- Realigning of Assets
- Other Inheritance Tax Exempt Gifts
Need further advice? Contact an adviser on:
0800 0112825 or complete the enquiry form
and we'll call you straight back.
Our fee guarantee: You will not pay any fees unless we can help you.
"It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge over other advisers"
Also visit our inheritance tax questions section where we cover a number of the detailed aspects of estate planning you should be considering.
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