How to combine inheritance tax planning with a tax free income

Have you considered using the £5,000 tax free dividend allowance to provide your clients with a tax free income stream?


Changes to pension rules and rising life expectancy mean that older clients are becoming increasingly reliant on investment income to cover living costs.


The Estate Planning Service combines IHT efficiency after two years with real dividend income and means that no capital needs to be sold.


With a yield of 4.5% p.a. an investment of £115,000 into our Estate Planning Service would generate a tax free income of £5,000 p.a.


To download an illustration and see how your clients could benefit, please click here.


Find out more about our service and download literature.




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