Are you doing enough to manage your Inheritance Tax burden?
We believe you should have peace of mind knowing that your hard-earned wealth will provide the financial legacy you want to the people you care about without unexpected tax bills getting in the way.
Our quiz is designed to help you understand how prepared you are when it comes to Inheritance Tax and whether there are gaps in your current estate planning.
When you’ve completed the quiz, you’ll receive your personalised Inheritance Tax planning score, along with helpful insights and practical tips to help you protect more of your wealth for future generations.
See what some of our clients have to say:
"Financial planning is about trusting the person you appoint and having confidence in them and PenLife meets all my criteria for protecting my future and that of my children."
"My partner and I put the investment of our pensions through PenLife 17 years ago and have only positive outcomes. We have complete confidence in the company and have the peace of mind that not only are our pensions are in good hands but the survivor will get the full amount left and our children will inherit any money left after our deaths."
"Since being introduced to PenLife and consolidating my pensions into one place, I feel more secure about both my financial future and the potential legacy that will pass to my next of kin on my passing."
