DISCRETIONARY WILL TRUSTS DO WORK...

despite the decision of the Special Commisioner in the case of Phizackerley.

He fell foul of the provision contained in section 103 of the Finance Act 1986.

The decision will only affect a small number of married couples and if you are one of those, there is a simple solution.

The case illustrates that it is important to obtain expert legal advice, not only when having such a will drafted, but also when the will is implemented on the first death.

We will be pleased to assist you in all aspects of IHT mitigation, giving the opportunity to save £120,000+ in IHT, depending on the value of your estate.

Please do not leave it too late and miss out on this opportunity.

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