In the following video Private Client Solicitor Imogen Dodd discusses with Independent Financial Advisor Mark Norman how they can help a client with their inheritance tax options.
Inheritance Planning Options from Ellisons Solicitors on Vimeo.
The client has worked with Imogen to update their Wills and taking into account of liquid capital by making use of the new Residence Nil Rate Band. Mark explains other inheritance tax planning options using traditional and newer tax relief methods.
If you would like advice on any of the legal and financial planning points addressed in this video, please get in contact with Imogen Dodd on 01206 719624 or Imogen.dodd@ellisonssolicitors.com