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Our clients ‘Mr & Mrs A Fluent’ have a significant portfolio that they had built up over many years, much of it in stocks and shares. They have been successful at investing and growing their money, and are keen to see it increase in value over the long term.

How GWA helped

At GWA we always look at the whole picture for our clients, considering the long term. In the case of Mr & Mrs A Fluent, we used easy to understand software to calculate and demonstrate what proportion of their portfolio could be liable for 40% Inheritance Tax (IHT).  We then advised them that now might be the time to start re-organising their investments into products that would still give them growth but would also avoid IHT in the future.

Some of the options we looked at included Trusts, Gifting and Business Reliefs, all the while considering what they needed to live off.

We respect the privacy of everyone who comes to GWA for advice. So while this case study is true, we have changed client names to maintain business and financial confidentiality.
This information should be taken as general guidance only. Before making any decision or taking any action, you should seek professional advice.

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