Podcast Cascading Wealth Generations 1360X784

Cascading wealth

This podcast explores how to pass wealth through the generations in a tax efficient way.

Podcast details

Host: Kim Jarvis, Technical Manager
Published: February 2020
Duration: 10 mins

 

About this podcast

A discussion on how clients can pass money on to the next generation in a way that mitigates their inheritance tax liability. We explain the different types of gifts your clients can make and what exemptions and reliefs are available.

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