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Case study: Harnessing a lifetime mortgage for a wealth management client
When planning ahead in later life, do you have clients concerned about the impact of inheritance tax (IHT)?
Find out how John Harris, from Cooper Associates Group, helped his client gift to her children while securing her financial future and reducing the potential IHT on her estate.
IHT advice is a specialist area and it is recommended for clients to seek advice from a taxation specialist.
Find out how John Harris, from Cooper Associates Group, helped his client gift to her children while securing her financial future and reducing the potential IHT on her estate.
IHT advice is a specialist area and it is recommended for clients to seek advice from a taxation specialist.