Much of the estate planning work we do with clients centers around reducing an Inheritance Tax liability. This tends to be a top objective for many of the clients that we work with.
When we take the conversation a little deeper though, it often turns out that this is not really the objective – it is simply the means to an end.
The real objective is to leave a greater legacy to our beneficiaries – our husbands and wives, our children and grandchildren.
Having framed things in that way, is it then not a good idea to consider the impact that your legacy might have on your loved ones?
