Protecting the next generation (and the one after that)

After extensive research, Steve was able to implement some planning for a client that will save him over £1,800,000 in Inheritance Tax. Not only that, the structure will also protect the heirs’ estates from IHT on the same assets. Steve says,

“the client is naturally delighted, and I really enjoyed the technical interplay of Stamp Duty Land Tax, Capital Gains Tax, and Inheritance Tax.” (but then he always was a bit strange!)