There was a time when inheritance tax planning was needed by only a few wealthy individuals. Now however, with an increase in home-ownership and property price rises, many of us will be exposed to inheritance tax planning levied on our estates on death.
Inheritance tax mitigation has traditionally involved life assurance plans to meet the potential liability. Alternatively, gifting assets from the estate to reduce the potential liability has been common. But how can you keep control of your assets or the income that is generated by them without surrendering control?
Over the past 25 years, Andrew has held several key positions with major financial organisations including international life companies and asset management organisations.
Find out why you should talk to Andrew about your financial planning needs. Watch the video above by clicking on the play button.
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