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Gift and Loan Inheritance Tax Planning

Free PDF Guide & Information:

‘Gift & Loan’ is fundamentally an Inheritance Tax planning strategy intended to assist reducing or mitigating a Client’s Inheritance Tax liability. With a ‘Gift and Loan’, the Client expresses the wish to maintain access to some/all of the capital, (the ‘loan’ element) but not the potential growth of the capital (the ‘gift’ element).

This guide explains how the Gift & Loan process works as a tax efficient method of Planning.

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