Section 72 Policies - Pros & Cons #299
Informed Decisions Independent Financial Planning & Money Podcast - A podcast by Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach) - Mondays
In this week's podcast I take a look at Section 72 policies. What are they and what's good and bad about them? What would the outcome look like if you saved the premium instead? Section 72 policies are often discussed as a tool to manage inheritance tax liabilities and to maximise the legacy they leave to loved-one. I hope it helps.
