Section 72 for payment of ARF Income Tax on death

We all know that Section 72 relief can be used to pay Inheritance Tax in a tax-efficient manner. But did you know that the relief can also be used to replace the income tax deducted by a QFM from the value of an ARF inherited by a child over 21?

The ‘life protection’ solution to this potential loss of capital offers a great opportunity, and to support this conversation with your clients, we have put together the following flyers: