You’ve worked hard, planned well and can enjoy a comfortable retirement. It’s time to start thinking about who should benefit from your accumulated wealth when you’re gone. Most people would not choose to leave a significant proportion to the tax man.
Inheritence Tax Mitigation is legitimate forward planning, utilising:
- Available allowances
- Lifetime gifts
- Life assurance products
- Business Property Relief (BPR)*
*BPR may be claimed by those with direct business interests, but can also be effected through investment in the Alternative Investment Market.