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For clients who are concerned about passing on a potentially large – and unnecessary – inheritance tax bill to their loved ones, our guide lets you walk them through the options. From setting up a trust to investing in an inheritance tax free ISA, you can explore the options with clients to help them decide whether they are doing all they can to look after their family’s financial future.

Download Untangling Inheritance Tax for free here

To request printed copies of the guide, please get in touch with our team on 0800 316 2067 or find your local Business Development Manager.

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