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Why you need to speak to your clients about estate planning

Dec 11, 2019, 11:34 AM
Read Tony Wickenden's article today
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Inheritance tax. It was perceived by the public as ‘the most unfair’ tax by YouGov in their 2015 survey*. And yet it only accounts for less than 1% of the British Government’s total tax yield**. It’s an interesting juxtaposition, but one that Tony Wickenden, Managing Director of Technical Connection, believes doesn’t rule out the importance of advisers spending time with the right clients on estate planning. Read his article today to get the full story.

The opportunity

Tony argues that estate planning presents a significant opportunity for advisers. With many of your clients’ estates potentially subject to IHT, there’s no reason not to discuss it.

The challenge

In his article, Tony gets you up to date with the problem of inheritance tax, the proposed changes to how it works, and what solutions could work.

The solution

Finally, Tony outlines some simple and effective solutions you could consider for clients who are likely to be affected by IHT and for whom estate planning is important. In addition to efficient will planning, he also highlights the potential benefits of lifetime giving and a life assurance protection policy in trust for the beneficiaries who will inherit the estate.

Tony believes that with a little planning, you can deliver results that help give your clients real peace of mind and their families a better outcome.


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*YouGov, Voters in all parties think inheritance tax unfair, March 2015. Of 11 taxes, people surveyed considered inheritance tax to be the most unfair.

**Gov.uk, HMRC Tax and NIC receipts, Released September 2019. Contains public sector information licensed under the Open Government Licence v3.0



PT151025 12/2019

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