OpinionJun 13 2024

Think twice before selling unit-linked whole-of-life to clients

Neil Liversidge
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Think twice before selling unit-linked whole-of-life to clients
Clients seeking to mitigate inheritance tax have been hit hard by rising premiums on unit-linked whole-of-life policies. (Matthias Zomer/Pexels)
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When I started work as a quotations clerk at Hill Samuel Life Assurance Ltd, aged 16, in January 1980, my equipment consisted of a phone, a calculator, preprinted quote request forms and a rack of rate books.

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Inheritance tax
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