Solutions For Protecting Your Wealth From Inheritance Tax – A Case Study

Toby Johncox of Enness Global and Carlton Crabbe of Capital for Life explored how mortgage finance and life insurance may feature in wider financial planning for high-net-worth families.

The case study considers a family with a high-value London property and other financial assets, examining how property-backed borrowing and life insurance could be incorporated into a broader approach to managing family wealth. Any proposed arrangements would depend on individual circumstances and require advice from appropriately qualified professionals.