Inheritance Tax Planning (Whole of Life/Gift Inter Vivos Policies)

When it comes to Inheritance Tax, taper relief is there to reduce the amounts of Inheritance Tax, where the amount chargeable transfers exceed the nil rate band on death.

Here, a Gift Inter Vivos policy could be considered to cover the actual Inheritance Tax liability on the chargeable gift.

KEY BENEFITS

  • Seven year reducing policy which aligns itself to inheritance tax planning
  • More cost effective than a traditional whole of life policy

If you’re like me, time-poor, and you want a comprehensive, personalised, responsive service then there’s no better insurance broker than Simon and the Reich team. No matter what I’ve thrown at them over the years, be it global medical cover, or some term insurance to provide my wife with protection against IHT, the Reich team stepped up.

Mike McTighe, portfolio Chairman