IHT


T

TA

My parents have had a visit from a guy from a company called Weston (IFA)
after phoning a number in the Daily Mirror re Inheritance Tax Planning.

He has suggested they don't put 250K in a bond (they put it in a few days
ago) and stop the bond and make it available in a current account. He will
then pay them a visit re setting up a trust to avoid IHT.

Surely they can see a solicitor and set up a trust without moving their
money to somewhere recommended by an IFA?
 
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