This guide covers:
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how to potentially reduce your IHT liability and leave more wealth to beneficiaries
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understanding your IHT thresholds and how they affect your estate
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why intergenerational wealth plans reduce anxiety for friends and family
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the importance of using an intergenerational wealth plan
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how pensions could help you sidestep an IHT tax-charge
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why trusts provide greater control over how your wealth is used by loved ones.
Alternatively, if you would like to discuss any of the above points with one of our experienced financial advisers, we’d be pleased to help.