Guide to Leaving a Tax-Efficient Legacy
Passing assets to the next generation
This fully personalised 04-page guide explains why estate planning is an essential element of preparing your finances for when you are no longer around and how to make sure that as much of your estate as possible is exempt from Inheritance Tax.
What clients and prospective clients will read includes: You’ve worked to build up your wealth. But now it’s time to make plans so your loved ones can get the most from the estate you intend to leave behind. If you think you might be affected by Inheritance Tax, it can be tempting to hold off making plans to do anything about it. But the truth is that it’s better to plan earlier for Inheritance Tax. Also included: Inheritance Tax planning options; Making financial gifts to reduce the value of your estate; and Maximising the amount of inheritance you leave to loved ones.
How to use
Ideal to generate estate and Inheritance Tax planning business opportunities. Upload to your website, use the content on your blog, email to clients and prospective clients, and use it on your social media channels. If you have previously ordered, we’ll use your approved personalisation artwork; our Client Services Team will contact you to provide a high-resolution artwork file (300 dpi or higher).
Order now, fully personalised, for just £127.99
When you buy any Goldmine Media product and service, you can customise them just the way you want. Whether you need minimal personalisation or a complete redesign, speak to a Business Team member to tell us about your needs.
Subject to application. Eligibility and conditions apply. Terms apply.