Families set to pay millions in unnecessary tax
There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able to amass over a million pounds in their ISAs, it’s an area where lack of knowledge could prove costly.
Securing and protecting your wealth
Early preparation is the key to success here. Taking advantage of methods to secure and protect your wealth will ensure that more wealth can be passed onto the next generation.
Read our factsheet, by hovering over the image on the right, for more information.
Reference – FS015 – Oct – 18