Foster Denovo|Useful Tools|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.



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