Inheritance Tax Liability Insurance – Two Year Cover

A Business Relief qualifying service is usually free from inheritance tax after two years, but during this period, investors may still have a potential liability. To eliminate this risk, AIG Life offers an independent term assurance policy which provides specific cover during the first two years of planning – otherwise known as the Business Relief qualifying period.

This allows for single life and joint life cover to complement our estate planning services, as well as other inheritance tax liabilities. To find out more about this policy, please visit AIG’s website.

Please note, advisers will need to register with AIG before recommending to an investor.

Please find below the downloadable documents relevant to the AIG insurance policy:

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