What happens to our planning if there are changes by the government in the future?

In this video, we dive deep into the crucial question many of our clients ask: What happens to our inheritance tax planning if the government changes the rules? Tax laws are ever-evolving, and it's essential to be prepared for potential shifts that could affect your financial legacy.
We'll discuss the use of lifetime trusts as a foundation for your planning, how governments typically handle retrospective changes, and why annual reviews are a vital part of staying ahead of the curve. Our goal is to empower you with the knowledge you need to navigate the uncertain terrain of inheritance tax planning.
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