by fsadmin | Feb 5, 2021 | Estate Planning, Inheritance Tax (IHT), Investment, Retirement Planning
This is a real case that was completed in 2021 by Mr Ryan Caisley DipFA, the name of the client has been changed for confidentiality. This outlines the value that professional financial advice can add to your life and how an adviser can utilise your current portfolio...
by fsadmin | Feb 5, 2021 | Estate Planning, Inheritance Tax (IHT), Investment
Written by Ryan Caisley DipFA Inheritance Tax (IHT) is a hugely unpopular and controversial form of taxation that is a very clever and dynamic beast. When discussing IHT with clients, many find it one of the most unfair taxes as some people take the standpoint that...
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