Having worked hard throughout your life you'll want your family to benefit from your estate. Unfortunately the taxman could have other ideas. In 2006/2007, almost 30,000 estates paid Inheritance Tax (IHT) which could all have been avoided, or reduced with some forward planning.

There are some straightforward ways to reduce the burden of inheritance tax, often by simply re-arranging your affairs. Indeed the effects of IHT on an estate can sometimes be removed altogether. Each case must be examined individually and very careful planning is necessary to ensure that whatever is done is both practical and effective according to your personal circumstances.

Mitigation of IHT can be achieved by careful use of insurance products, wills and trusts.

“I established my first personal pension with Corporate Benefits on starting a new job in 2014, having previously held a corporate pension.  Being fairly new to pensions, Corporate Benefits were extremely helpful in giving me enough information and advice to understand the tailored pension they recommended for me.  They have happily answered any questions I have had during the process, including helping me to understand clearly the breakdown of payments and investments.  With the pension recommended for me, I have been able to monitor the pension growth and personalised regular investment reviews made via a web portal which has been both interesting and rewarding.  At my first yearly review, earlier this year, I was pleasantly surprised by the growth over my first year and reassured that the regular monitoring of my pension strategy are benefiting me over the longer term.”
Dr Ewan Towie