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Inheritance Tax Case Study

Take just 5 minutes to read this case study of how a typical client plans for Inheritance Tax. Find out how to preserve your assets and estate.

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Including:
  • Jack & Jill Case Study
  • Lifetime gifts 
  • Life interest trust
  • Protective gifting trust
  • Beneficiary protection trust
  • What have the parties in this case study achieved?
  • FAQs

 

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Buckingham Gate Chartered Financial Planners is a trading style of Buckingham Gate Financial Services which is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register. FCA Number: 630307. This email is intended for individuals aged 18 and above who are resident in the United Kingdom. Any information contained in this site is based on our understanding of UK law but is not intended to constitute advice. Always seek independent advice based on your own personal circumstances. Copyright © 2013 Buckingham Gate Financial Services Ltd. All rights reserved. The information contained in this website is targeted at UK consumers. Head Office: 9-11 Grosvenor Gardens, London, SW1W 0BD. Tel: 020 3478 2160. Registered Office: 6th Floor, 60 Gracechurch Street, London EC3V 0HR. Registered in England and Wales. Company Reg No. 8738804.
 
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