For families over 60 holding one or more annuities with growth inside them
Step 1 / 5
Do you want to know what your children would owe in tax if your annuity paid out in one year?
Answer 4 quick questions and pick a time. In one 30-minute call you’ll have the number in writing, with nothing to prepare or sign.
If no · STOP AND LEAVE THIS PAGE
This review is educational and does not provide tax, legal, accounting or investment advice. Any figures discussed are illustrative only, and your own position depends on your contract, your carrier and your personal tax circumstances. Annuity guarantees are subject to the claims paying ability of the issuing insurer. Speak with a qualified tax professional before acting.
Plan Vault.
Plan Vault
For families over 60 holding one or more annuities with growth inside them
Step 2 / 5
Who do you intend that money to reach?
This review is educational and does not provide tax, legal, accounting or investment advice. Any figures discussed are illustrative only, and your own position depends on your contract, your carrier and your personal tax circumstances. Annuity guarantees are subject to the claims paying ability of the issuing insurer. Speak with a qualified tax professional before acting.
Plan Vault.
Plan Vault
For families over 60 holding one or more annuities with growth inside them
Step 3 / 5
Imagine the annuity you already own moving across to your children in kind, without being cashed out on the way. They become the owners, and they draw it down across their whole lifetime instead of in one tax year.
Roughly what is the annuity worth today, across all of them?
This review is educational and does not provide tax, legal, accounting or investment advice. Any figures discussed are illustrative only, and your own position depends on your contract, your carrier and your personal tax circumstances. Annuity guarantees are subject to the claims paying ability of the issuing insurer. Speak with a qualified tax professional before acting.
Plan Vault.
Plan Vault
For families over 60 holding one or more annuities with growth inside them
Step 4 / 5
Which age band are you in?
This review is educational and does not provide tax, legal, accounting or investment advice. Any figures discussed are illustrative only, and your own position depends on your contract, your carrier and your personal tax circumstances. Annuity guarantees are subject to the claims paying ability of the issuing insurer. Speak with a qualified tax professional before acting.
Plan Vault.
Plan Vault
Step 5 / 5
See the tax your children would pay on your annuity, and how to stretch it over years, not one.
Pick a time below for your free Annuity Handover Review 👇
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This review is educational and does not provide tax, legal, accounting or investment advice. Any figures discussed are illustrative only, and your own position depends on your contract, your carrier and your personal tax circumstances. Annuity guarantees are subject to the claims paying ability of the issuing insurer. Speak with a qualified tax professional before acting.
Plan Vault.
Plan Vault
Thank you for your honesty
This particular review reads an annuity contract you already own, so there has to be
one to read, and it can only be written up to age 85. On what you have told us, it is not the right
fit for you right now, and we would rather say so than take up your half hour.
If your circumstances change, or you would like to pass this
on to someone it does suit, you are welcome back at any time.
This review is educational and does not provide tax, legal, accounting or investment advice. Any figures discussed are illustrative only, and your own position depends on your contract, your carrier and your personal tax circumstances. Annuity guarantees are subject to the claims paying ability of the issuing insurer. Speak with a qualified tax professional before acting.