Clients We’ve Helped – Inheritance Tax Reduction

By Paul
In April 18, 2018
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Sandra Allday

Objective: Inheritance Tax Reduction

  • 71 years old
  • Widowed
  • Diagnosed with aggressive Bowel Cancer
  • Life expectancy 2 years or less
  • Total Estate – £1,125,000
  • Inheritance Tax Liability: £190,000


The Solution

We re-organised Sandra’s existing Savings & Investments which came to £475,000, into Inheritance Tax Exempt Investments. These would be outside of her estate for Inheritance Tax purposes, as long as she survived 2 years.

The Outcome

Sandra survived the 2 years, which will save her two daughters £190,000 in Inheritance Tax when she eventually passes away.

Sandra has remained in complete control of her investments. They are still in her name and she has full access to this money, in case she ever needs it.


If you would like to learn more, come along to one of our upcoming Wills, Trusts and Estate Planning Seminars. A full list of our dates for 2018 can be found at:

We look forward to seeing you then!

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