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Inheritance tax planning

inheritancetaxEnsuring the Government doesn’t inherit a large part of your estate is possible with the right tax advice. The earlier plans are put into place the more effective they can be. Anderson Lloyd have many inheritance tax mitigation tools at our disposal including:

  • Gifting
  • Trusts
  • Whole of life policies
  • Estate equalisation
  • Gift Inter Vivo insurance
  • Off-shore investments
  • Business property relief

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