- These investors generate more income than they spend
- They want to mitigate their IHT liability
- They would like to know of their investments are well diversified by geography and sector
Reader Portfolio
Hakim and Noura
68 and 65
Description
Objectives
Portfolio type
Inheritance planning
Hakim is 68 and Noura is 65. The couple are income-rich with multiple sources, and have significant cash savings. However, they face a huge inheritance tax (IHT) bill and are looking for ways to cut this down.