INDEPENDENT FINANCIAL ADVICE CENTRE

Authorised and Regulated by the Financial Conduct Authority

97 High  Street

Billericay

Essex

       CM12 9AJ

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01277 630873

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Your Home is at risk if you do not keep up any mortgage or payments secured upon it!

You should remember that past performance is not necessarily a guide to the future. Market and currency movements may cause the value of units, and the value derived from them, to fall as well as rise and you may get back less than you invested when you decide to sell your units. The tax treatment of investments and pensions is not guaranteed and may change in the future.  

INHERITANCE TAX

Life Assurance

Term assurance may be purchased to cover Potentially Exempt Transfers against the event of the donor dying within seven years of the gift. A seven-year term assurance policy in Trust would provide funds to pay the tax bill on death.


Whole of Life policies in Trust can be used to cover all or part of the tax liability on death.


Annuities can be used to provide income to pay for Whole of Life policies in Trust. The purchase price of the annuity would be paid from your estate immediately. The sum assured of the Whole of Life policy is outside your estate.


For more information on life assurance in general click here

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