Section 72 Policy In Trust.
When it comes to estate planning, one of the key concerns is how to reduce the tax burden for your beneficiaries. A Section 72 life insurance policy is designed to help cover inheritance tax (CAT) lia ...
Section 72 Insurance.
When it comes to securing the financial future of your loved ones, especially in the face of potential inheritance taxes, the decision to start a Whole of Life Section 72 insurance policy requires car ...
Securing Your Legacy: Starting a Section 72 Insurance Policy in Your 50s.
As you approach your 50s, financial planning takes on a new level of importance. Ensuring your family's financial security and minimising future Capital Acquisitions Tax (CAT) liabilities become param ...