19th May 2021
Royal London: IHT planning using protection plans
We know that it can be tough to talk about Inheritance Tax (IHT) with your clients, but we have all the tools you need to help support these conversations.
IHT is a tax payable upon death or a transfer of assets on certain lifetime gifts. It's traditionally seen as a tax for the wealthy. And many assume that it doesn’t apply to them. But more and more people are falling into the IHT net.
We’ve created a toolkit that provides a central resource of information that’s easy to access – making it easier for you to engage your clients in the protection conversation.
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