Should your Inheritance Tax planning strategy include legacy insurance?

ABG (Urbano Member)
30 City Road
London, EC1Y 2AB

ABG (Urbano Member)

About Gravita ABG LLP

At Gravita,we provide accountancy, audit, tax, outsourcing and advisory services to fast-growth SMEs, listed companies and businesses.

Have you considered how legacy insurance products might fit into your Inheritance Tax Planning strategy?

To help individuals and business owners, we are running a free seminar focusing on Inheritance Tax Planning strategies and how they might benefit from including the use of legacy insurance products. During this session we will also take a brief look at some of the best Inheritance Tax Planning ideas including how insurance policies can be included in an Estate and written into Trust.

8.30am – Registration and breakfast

9.00am – Welcome

Topics to be covered:

Inheritance Tax Planning, are you prepared? Is your Estate tax efficient?

Could you minimise inheritance tax by writing your life insurance policy into Trust?

What are the benefits to business owners and their employees of Relevant Life cover?

10.00am – Q&A and close

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