IHT Planning

business meetin

Around one in ten estates are predicted to have an IHT liability by 2018/19*, making this an increasingly important area of advice. With your advice and some careful planning you can help your clients in this complex area.

Who is this for?

IHT Planning is for clients looking to mitigate against the effects of Inheritance Tax.

*Office for Budget Responsibility - Economic and fiscal outlook March 2014

Adaptable Life Plan

Zurich’s Adaptable Life Plan can support your clients’ financial planning in a wide variety of situations.
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Contact us

Contact your Zurich Business Account Manager or call us on