Why the first step in inheritance tax planning has nothing to do with tax

Bitesize video

Before any inheritance tax planning begins, Peter believes there is a more important conversation to have first.

It has nothing to do with trusts, wills or tax.

And it is one most couples never quite get around to having.

Peter wrote about it recently in his blog, “The Conversation Most Couples Have Never Had About Money”, which you can read here: https://deep-dive-trusts.co.uk/the-conversation-most-couples-have-never-had-about-money/

Deep Dive Estate Planning Ltd
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