What is a Potentially Exempt Transfer (PET)? A Potentially Exempt Transfer (PET) is a gift made during your lifetime that may become exempt from Inheritance Tax (IHT), if you survive for seven years after making the gift. This is a key part of...
Read More
What is a Gift Inter Vivos Insurance Policy? A Gift Inter Vivos insurance policy is a specialist type of life insurance designed to cover the potential inheritance tax (IHT) liability that can arise when a person makes a large gift during their lifetime.
Read More
What is Whole of Life Insurance? Whole of Life insurance, also known as lifetime cover, is a type of life insurance policy that guarantees a payout whenever you die, as long as you keep up with the premiums. Unlike term life insurance, which...
Read More
Protection from unforeseen events and potential disasters Home insurance is essential when you move into a new property. It provides a crucial safety net that protects your most significant investment from unforeseen events and potential disasters. The importance of home insurance cannot be overstated, as it...
Read More
CASE STUDY With the 2024 UK Budget tax reforms, high-net-worth individuals are understandably concerned about potential changes to the Inheritance Tax (IHT) system. These concerns are particularly heightened for those who have made significant potentially exempt transfers (PETs) to their children.
Read More
CASE STUDY Key person and shareholder protection can be a lifesaver for safeguarding businesses from unexpected loss You’ve spent years building a successful, thriving business, but what happens when one of the key players is unexpectedly taken away? For the co-founders of a growing...
Read More
CASE STUDY In a world where uncertainties abound, financial security is paramount. For a limited company director, having a robust life insurance plan in place can provide invaluable peace of mind. This case study highlights how Henry Dannell played a pivotal role...
Read More
Your life has been meticulously built with a legacy of hard work and success. You’ve provided for your family, built a dream home, and secured a bright future. But what happens when the unexpected throws a curveball? How do you ensure the life you’ve so carefully crafted continues...
Read More
A pivotal role in securing the financial future of your loved ones Mortgage protection life insurance provides peace of mind for your family by paying off any outstanding mortgage on your home when you die, often referred to as...
Read More
Imagine a future where your legacy thrives, untouched by the burden of inheritance tax. At Henry Dannell, we understand the importance of preserving your hard-earned wealth and ensuring a smooth transfer of assets to your loved ones. What is Inheritance Tax Cover? Inheritance...
Read More