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Estate Planning and Inheritance Tax

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Estate and Inheritance Tax Planning

Key points the video will communicate:

– Estate Planning is about taking broad steps to protect your family through generations, not simply about saving tax.

– Inheritance Tax planning is a part of the Estate Planning exercise and is about saving or reducing future tax payable.

– There is often a tricky balancing act between your needs today and your wishes towards your beneficiaries’ interests in the future.

– There are numerous exemptions and allowances which help; using these in the right way according to your circumstances can produce effective ways to protect your position.

– Experienced and qualified help can make a huge difference.

To see the video and to learn how to get a copy that you can use on your website, in presentations, on social media, face-to-face and via email – please complete the short form above and we will send you everything you need.