Inheritance Tax Planning
Love the decision making matrix Tom. That is brilliant.
Cheers mate! I’ve drawn it out in meetings and it’s gone down well. Thanks for sharing the idea in the first place :)
Nice one Tom. It’s hard to distill the nuance around IHT planning and you did it! 👏. Agree with David on the matrix. A schematic or drawing always wins the day for me.
Love the decision making matrix Tom. That is brilliant.
Cheers mate! I’ve drawn it out in meetings and it’s gone down well. Thanks for sharing the idea in the first place :)
Nice one Tom. It’s hard to distill the nuance around IHT planning and you did it! 👏. Agree with David on the matrix. A schematic or drawing always wins the day for me.