Financial: Inheritance Tax Planning

Have you made provisions for Inheritance Tax?

How will your family manage this liability after your death?

At Marine & General, we can outline a plan to identify and manage any tax liability in advance and deliver peace of mind to you and your family.

An individual affects a Section 72 life policy equal to the estimated value of the inheritance tax liability. The policy proceeds due do not form part of the estate once they are used to pay the liability.