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Section 72 Policies - Pros & Cons #299

Section 72 Policies - Pros & Cons #299

Released Monday, 27th May 2024
Good episode? Give it some love!
Section 72 Policies - Pros & Cons #299

Section 72 Policies - Pros & Cons #299

Section 72 Policies - Pros & Cons #299

Section 72 Policies - Pros & Cons #299

Monday, 27th May 2024
Good episode? Give it some love!
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In this week's podcast I take a look at Section 72 policies. What are they and what's good and bad about them? What would the outcome look like if you saved the premium instead?

Section 72 policies are often discussed as a tool to manage inheritance tax liabilities and to maximise the legacy they leave to loved-one.

I hope it helps.

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