Penny Wright, Team Leader and Partner in our Wills, Probate and Estate Planning team sat down with Kate Talbot, Chartered Financial Planner to discuss smarter inheritance tax planning.
They discussed what is your inheritance tax position, how trusts can be used, the importance of obtaining legal advice when creating your Powers of Attorney, how a financial planner can guide gifting decisions and why collaboration between your Solicitor and Financial Planner matters.
You can listen to the full podcast here:
The information provided in this podcast is for general informational purposes only and does not constitute financial, legal, or tax advice. It is not intended to address the circumstances of any particular individual or entity. You should not act or refrain from acting on the basis of any content included in this podcast without seeking appropriate professional advice on your particular circumstances from an authorised professional.