Minimising Inheritance Tax is a hugely important part of keeping wealth within the family, but it is imperative that plans are put in place as early as possible.
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Over the next two decades, an estimated £5.5 trillion is set to pass from Baby Boomers to Millennials and Gen Z – who are increasingly seeking financial advice to navigate the complexities of inheritance tax and estate planning to effectively preserve this wealth.
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Learn how to reduce the Inheritance Tax exposure facing your family with these well-accepted wealth management techniques and strategies.
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This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.
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