Lisa Caplan

Lisa Caplan, Director at Charles Stanley Direct Advice and Guidance, shares her deep expertise in pensions and inheritance tax. With major proposed changes looming, she discusses how pensions and estate planning are more critical than ever. Lisa underscores the importance of spending pensions for retirement rather than merely avoiding taxes. She also highlights strategies for minimizing inheritance tax exposure and practical tips on gifting and tax-free cash options. Listeners gain valuable insights on effective wealth management and planning ahead for the upcoming Budget.