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Chris Hallam, a Chartered Financial Planner in our Financial Planning team, discusses estate planning and how to mitigate inheritance tax, particularly with the use of insurance.
Life insurance can be valuable to help protect your estate, and many with large estates find themselves with significant liabilities. Life expectancy is increasing and concerns about retirement incomes or funding long term care can mean that giving away investments isn’t an option.
Chris addresses the benefits and drawbacks of whole of life insurance and fixed term policies.
