Case studies

Inheritance Tax Planning

Edward and Alice came to us looking to reduce their inheritance tax liabilities. Their aim was to leave as much of their estate as possible for their daughter, but they were cautious about investing money in a risky way.

Edward and Alice are 82 and 81 respectively and are married. They are retired and live comfortably on their occupational and state pensions.

They own their main residence and have considerable savings and investments totalling around £703,000, which Edward has managed himself over many years.

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