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Inheritance Tax

Mr S had a long and successful career and owned an expensive house in Surrey. He was very concerned that his children would see the value of their inheritance greatly reduced by inheritance tax. He therefore decided to take out an equity release mortgage to allow him to give them their inheritance now when he could see them enjoy it. It was likely that he would live for more than 7 years, therefore completely removing this money from inheritance tax. 

Case studies
Case studies