Oakway Connect

Protecting Your Estate

Protecting what’s important.

The Uk is on the cusp of a potentially huge wave of wealth transfer between generations. Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy. But while many people are aware of the need for IHT planning, few still do anything about their potential liability. So few, in fact, that HM Revenue & Customs collected £5.4bn in IHT revenues in 2018/19 tax year alone*
IHT is just one of the many areas to consider when protecting your family and home – others include Capital Gains Tax, illness and loss of income. Assessing the right protection for your specific needs is essential to any wealth management solution.

*Source: gov.uk-HMRC tax receipts, 19 September 2019

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