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Navigating inheritance tax and gifting - Part 2
Christy Lombard, certified financial planner and tax advantaged investment specialist and David Nelson, chartered financial planner and senior financial planner director continue the conversation around inheritance tax.
Navigating inheritance tax and gifting - Part 2
Christy Lombard, certified financial planner and tax advantaged investment specialist and David Nelson, chartered financial planner and senior financial planner director continue the conversation around inheritance tax.
In this episode, our team discuss real life scenarios to help bring IHT to life some of the ways people are able to navigate the landscape and improve the outcomes for their families.
In this episode, our team discuss real life scenarios to help bring IHT to life some of the ways people are able to navigate the landscape and improve the outcomes for their families.
Navigating inheritance tax and gifting - Part 1
In this podcast, you'll hear some of the issues around inheritance tax planning.
Navigating inheritance tax and gifting - Part 1
In this podcast, you'll hear some of the issues around inheritance tax planning.
Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth.
Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth.
Financial wellbeing - Part 2
In this podcast, our speakers continue to discuss the findings from the Rathbones Wellbeing Report with the focus on gender, geography and occupation and the differences between these groups.
Financial wellbeing - Part 2
In this podcast, our speakers continue to discuss the findings from the Rathbones Wellbeing Report with the focus on gender, geography and occupation and the differences between these groups.
You can view the full report here.
Please note: this podcast was recorded in May 2024, ahead of the general election.
You can view the full report here.
Please note: this podcast was recorded in May 2024, ahead of the general election.
Financial wellbeing - Part 1
In this podcast, you'll hear more about the Rathbones Financial Wellbeing Report, and the main concerns of the 1,000+ individuals who took part.
Financial wellbeing - Part 1
In this podcast, you'll hear more about the Rathbones Financial Wellbeing Report, and the main concerns of the 1,000+ individuals who took part.
Listen now to hear about the report’s main findings, including the cost of long-term care and the impact of inflation on savings and investments.
You can view the full report here.
Please note: this podcast was recorded in May 2024, ahead of the general election.
Listen now to hear about the report’s main findings, including the cost of long-term care and the impact of inflation on savings and investments.
You can view the full report here.
Please note: this podcast was recorded in May 2024, ahead of the general election.