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Planning stage

Simon Shaffer recently took me to task for abrogating responsibility for inheritance tax planning as “not our job”.
I would like to say, with equal conviction, that he is quite right. I shall not hide behind the old cry that I was misquoted. I failed to get my point over in such a way that a closely edited piece made sense.
Wentworth Rose firmly believes in IHT planning and has a specialist department. My point was that bond trusts should not be used in place of proper will planning. They should be used in conjunction with estate planning as part of a holistic solution. Sorry to have raised Simon’ blood pressure.

Philip Rose
Chief executive,
Wentworth Rose,
Camberley, Surrey

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