Loss of a loved one – Linda

Meet Linda

Linda’s husband had recently passed away. He had been a farmer and had always been the one to deal with financial matters. At this difficult time, Linda needed advice on what to do.

Linda and her husband owned the farm, but Linda felt daunted by its upkeep with her husband gone. Combined with the substantial inheritance she had received, Linda didn’t know where to begin.

What we did

We got to know Linda and took her through the process as patiently as she required. Linda’s long-term concerns and goals were to secure an income for the rest of her life, but also be able to mitigate any Inheritance Tax that would be payable in the event of her death.

Linda had a very complicated estate; including part-ownership of another farm.

Between our Financial Planner Dan and Linda’s solicitor, we managed to provide Linda with the income she needed.

Linda today

We helped Linda to gift the farm to her children, which provided an income for them.

This simultaneously offset Linda’s Inheritance Tax liability. This was achieved through a mixture of trusts, investments and life cover.

Linda now feels much more confident. She knows that, no matter what, she will be financially secure for the rest of her life.

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