Inheritance Tax (IHT) and Estate planning

During the 2008/2009 tax year, the government received £2.8 billion through the payment of IHT.

Despite recent economic uncertainties and falls in the value of house prices, IHT still remains a major concern, especially to those who wish to pass on their assets to their loved ones.

In uncertain times, it’s reassuring to know that there are solutions to your clients’ IHT planning needs that offers some degree of certainty.

Our Whole of Life Protection Plan is a simple, effective solution.

To help you highlight the importance of IHT planning and protection, we’ve developed the following material for you and your clients.

These are available to order as a pack W10442, and the client items are available to order individually (W10630, W12721, Q24734).

Further information

Legal & General offer a Whole of Life Protection Plan which provides your clients with a simple and effective way to try to help minimise IHT liability.

Trusts are a fundamental part of any protection based IHT planning solution. Legal & General have a new, fresh suite of Trust forms and supporting materials specifically designed to make the process as quick and simple as possible.

There are a number of IHT and Estate planning options your client can consider and Legal & General have Protection and Investment based solutions to help meet your clients’ needs.

Reassuring solutions from the UK’s No. 1 Protection Provider.*

For details of the policy benefits and limitations please refer to the Key Features Document.

*Source: Swiss Re Term & Health Watch 2009' report, based on new individual protection sales in 2008.