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Can Section 73 Policy Work for You?
Can Section 73 Policy Work for You?
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Guest
Guest
Jun 23, 2025
9:29 AM
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A common use of a Section 73 Policy (often among high net worth individuals) is in helping make efficient provision for passing down wealth. That goes for parents who are leaving?an estate to kids or beneficiaries.
This latter possibility may be attractive to high-net-worth individuals, who could use pensions law to avoid exposure to inheritance tax. It can also be beneficial for business owners who are using the trust as a succession planning tool to avoid significant taxation on the transfer of business assets.
In addition, Section 73 policies are also popular among people in ‘blended families’ who want to guarantee that all of their various spouses and children are appropriately catered for without getting bogged down in family arguments.
Even retirees who aim to pass along a financial legacy can make good use of such plans. By exploring how a Section 73 policy fits with their financial aims, an individual can ensure they can make the most of a policy that is designed for their particular needs.
Read More:- https://mmadvisors.ie/section-73-policy-ireland-tax-efficient-inheritance-planning/
Money Maximising Advisors Limited (https://mmadvisors.ie/)
Email: office@mmadvisors.ie
Call: 353 91 393 125
Address: Unit 3, Office 6, Liosban Business Park, Tuam Rd, Galway, Ireland
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