3rd August 2016

Prudential: 35-year high for families facing IHT!

Preparing a 'bucket list' before the end of life has become very fashionable in recent times. But shouldn't building a 'bucket list' for finances also have the same level of prominence too - in order that we have the right plans in place to protect and pass on our wealth once we are gone?

Do you have clients who need to prepare their own financial 'bucket list'? And are looking for help with:

•            Inheritance Tax planning

•            Making appropriate provisions for their investments and pension plans

•            Writing a will through your professional connections 

Prudential have a host of tools and materials you can use on their Estate Planning hub, along with information on their various trust offerings.

Tax, Trust & ISA