Our Glossary of life insurance terms
This is the management of ones estate to
mitigate the liability of inheritance tax.
It is also the process of ensuring that the right people are
bequeathed the right money at the right time.
All this can entail as little as writing an effective will right
through to the setting up of specialist trust to ensure the
minimum of Inheritance tax is due to be paid at death and also
to minimise the impact of probate or dying intestate.