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Leaving a tax-efficient legacy

In Brief: Leaving a tax-efficient legacy

Wednesday, 28 December 2022

Considering the rule of seven when making financial gifts

You’ve worked to build up your wealth. But now it’s time to make plans so your loved ones can get the most from the estate you intend to leave behind. If you think you might be affected by Inheritance Tax, it can be tempting to hold off making plans to do anything about it. But the truth is that it’s better to plan earlier for Inheritance Tax.

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