Jeremy Pearson, technical support manager at Canada Life, explains the options available to clients who cannot overcome IHT bills by gifting assets.
What happens when clients have a potential IHT problem, but no liquid funds to place in trust? This may be because they are wealthy, but have a large proportion of their assets wrapped up in the family...
Following Zurich acquisition
Aviva has set out its strategy to launch an investments, savings and retirement division as it seeks to simplify its overall business.
Clients and advisers frustrated by red tape
More than 4,500 retail investors affected
Failure to engage