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Inheritance Tax (IHT) Strategies: The Insurance Approach More Families Should Know About
What if a Whole-of-Life insurance and annuity could help fund an Inheritance Tax (IHT) bill? As more families become affected by IHT – and with pensions set to form part of your estate for IHT purposes from April 2027 – planning ahead has never been more important. In this episode, hosts Harvey Armstrong and Alan Pereira explore how Whole-of-Life insurance and annuity strategies can help provide funds to meet an IHT bill, protecting more of your wealth for future generations. They also discuss why cash flow planning is essential and whether the insurance strategy is right for you.
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The skinny
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