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Being able to discuss the technicalities of this case with Stacey at Legal & General was one of the overriding reasons why they were the recipient of the business. As providers look to cut costs, many are abandoning accessible technical back-up and this has meant that IFAs feel somewhat loathed to place business with them. My discussions with Stacey helped me feel confident about this case and ultimately recommend Legal & General as a solution.
It's fair to assume that most people won't want HM Revenue & Customs to take a large proportion of their wealth which they hope one day to pass onto their loved ones.
But, during the 2011/2012 tax year, the Government received £2.9 billion* through the payment of Inheritance tax and this figure is likely to increase with the freezing of the Inheritance Tax Threshold of £325,000 until 2014/2015*.
OUR TRUST RANGE
Every client has different needs, and it's important to find the right trust and investment vehicle to suit the immediate and long-term requirements of settlors, trustees and beneficiaries. We are confident that our trust range can offer a variety of estate planning solutions: