that if you have an insurance policy to pay your inheritance tax, you probably don’t need it?

An insurance policy does not avoid the Inheritance Tax, it is merely a better way of paying it.  Almost all of our clients can AVOID Inheritance Tax altogether.


In an average month we see about 10 clients.   Their total assets are about £15.5M.   Their total IHT liability is about £4.1M and our advice can save them about £2.8M.  That’s just in one month.  In almost all of these cases we can avoid the IHT by standard, user friendly and affordable means.


So if you have an insurance policy for your inheritance tax, why not find out whether you really need it, or whether you can stop paying it, or continue paying it with the benefit going to your children, not the tax man.


So why not arrange a chat with one of our Consultants.  


Just call 0800 852 1999 or email us at

Home visits are available.