How holistic IHT planning and long-term advice saved a client £640,000
Inheritance Tax (IHT) planning is often viewed as something to consider in later life. However, without early planning and a clear strategy, IHT can significantly reduce the value of an estate passed on to loved ones. This was particularly significant for one of our wealth management clients, where a long-term relationship between the clients and their Chartered Financial Planner, Joe Tucci, evolved into a comprehensive intergenerational planning strategy that saved the family £640,000 in Inheritance Tax.
