It works out what your estate will owe at death, and how that tax will be paid. Some can be deferred, for example by leaving assets to a spouse or partner, and some reduced, for example by giving to charity. Life insurance can pay what’s left, so your family doesn’t have to sell a cottage or a business to cover it. Your accountant estimates the tax, and we handle the insurance side.
How does tax planning fit into an estate strategy?
Reviewed by Garrett Agencies Ltd., October 2026. How we write
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