

Real Stories: Inheritance Tax Planning
Nov 22, 2023
The podcast explores strategies for estate and inheritance tax planning, including investing in specific types of investments, utilizing inheritance tax services, and shifting investments into zero-rated ISAs. They discuss the challenges of property planning for inheritance tax and the importance of giving. Additionally, they explain the benefits of in-species transfers and discuss the process of transferring funds in an investment account.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Strategies to Reduce Inheritance Tax Burden
03:17 • 18min
The Importance of Prioritizing Your Own Financial Well-Being
21:25 • 2min
Challenges of Property Planning for Inheritance Tax
22:58 • 5min
The Importance of Giving and Thinking Bigger
27:41 • 2min
Ensuring Liability for Inheritance Tax
29:37 • 15min
Transferring Funds and the Benefits of In-Species Transfer
44:17 • 2min
Transfer Options: In-Species vs. Cash
45:59 • 4min