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Inheritance Tax Planning


“At my age and in consideration of my health, an insurance solution to my inheritance tax problem was not possible. I was not ready to make outright gifts to my potential beneficiaries, but was aware that in the event of my death a substantial tax liability would apply to my estate.

I therefore turned to MRIB who suggested a suitable solution to help me plan for the future.  I had identified investment capital that I would not need during my lifetime as far as I could see, but the thought of being able to access it in the future if my circumstances changed unexpectedly, gave me great peace of mind.”

– Anonymous, Financial Services Client