Foster Denovo|My Resources|Case Study: Alleviating the financial burden of inheritance tax

Case Study: Alleviating the financial burden of inheritance tax

Paul and Claire are in their late thirties and live in Surrey.  Paul’s wife Claire is a stay at home mum to their three young children, aged, 2, 4 and 7.  Paul works in London as a marketing manager.  He has a large mortgage on his property and some credit card debt.  He also desperately needs to move to a bigger house to accommodate his growing family.

Paul’s parents were clients of Foster Denovo.  Before Paul’s mother passed away some years ago, Paul’s parents took out a whole of life insurance policy as part of their financial planning.  Unfortunately, Paul’s father died at the end of 2016, aged just 67.  Paul was an only child.

Read the full case study here.

 

 

Download this Resource item

PDF Download
how much do you need to save to retire

Infographic: The state of the nation’s retirement finances

Related Resource
prev
next
Find me an adviser
Start your search
Register

Keep up to date with our latest news

Newsletter sign up

 
 
 
Read our privacy policy, by clicking here.
 
captcha
 
From time to time, we would like to contact you about news, events and other ways we think we can help you. You can unsubscribe from this at any time using the link within your email or by writing to us. Details can be found within our privacy policy. Please be assured that we will not pass your details on to any third parties.
 
 
You can contact me by:
Find me an adviser
accordian map downloadplusminus play-video select-box close downloadmapmapmap mapmapmapselect-boxmap mapvideo arrowarrow arrow