Exploring Pension Death Benefit Trusts, Alternative Investment Market (AIM) shares, gifting strategies and more… This case study webinar tells the story of Clark and Vivian, who made DIY Wills and Lasting Powers of Attorneys, then tragedy struck. Sadly, one year into retirement, Clark was killed in a car accident, and Vivian was left with significant injuries, unable to care for herself. After 8 years in care, Vivian passed away, leaving a large estate but also a large inheritance tax bill. Join our case study to learn what Clark and Vivian should have done.
Reducing the size of the taxable estate
September 18, 2024