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Estate Planning Solutions

Estate Planning involves looking at who inherits your client's estate, and how, with tax being mitigated in the process. A number of very effective solutions exist, involving lifetime gifts which can also reduce your client's inheritance tax liability (IHT). 'Estate Planning Solutions' will help develop your awareness and understanding of the wide variety of issues and the possible solutions

Estate Planning Literature

Generic literature

Loan Plan

Discounted Gift Plan

Gift Plan

Trustee Investing

Briefing Cards

Estate Planning Comment

Wills & Trusts Research Reports

Financial Adviser Columns ***New***

Estate Planning Roundup

Estate Planning What's New







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