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Helping an elderly couple avoid inheritance tax sounds suspect, but it's all above board. By carving out rental-income assets into trusts for their grandkids, they've reduced their estate by £520,000. Saved them around £330k in inheritance tax! #EstatePlanning #TaxSavings #EstatePlanning #TaxSavings #InheritanceTax #FinancialPlanning #WealthManagement | Martin Wardle
Helping an elderly couple avoid inheritance tax sounds suspect, b…
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FacebookMartin Wardle
Helping an elderly couple avoid inheritance tax sounds suspect, but it's all above board. By carving out rental-income assets into trusts for their grandkids, they've reduced their estate by £520,000. Saved them around £330k in inheritance tax! #EstatePlanning #TaxSavings #EstatePlanning #TaxSavings #InheritanceTax #FinancialPlanning #WealthManagement | Martin Wardle | Facebook
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