Description
Contact Bluebond Tax Planning
In this video, we dive deep into the crucial question many of our clients ask: What happens to our inheritance tax planning if the government changes the rules? Tax laws are ever-evolving, and it’s essential to be prepared for potential shifts that could affect your financial legacy.
We’ll discuss the use of lifetime trusts as a foundation for your planning, how governments typically handle retrospective changes, and why annual reviews are a vital part of staying ahead of the curve. Our goal is to empower you with the knowledge you need to navigate the uncertain terrain of inheritance tax planning.
If you have questions or need guidance on this topic, don’t hesitate to reach out: https://www.bluebond.co.uk/
