Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 13: The Vault of Legacy - Inheritance Tax Planning Strategies
The Finance Geeks Podcast
49 minutes 22 seconds
7 months ago
Episode 13: The Vault of Legacy - Inheritance Tax Planning Strategies
Dust off your pixelated fedora and light your tax-saving torch—because in this epic 8-bit adventure, Warren Shute and Paul Cleworth set off on a quest to uncover the hidden treasures of Inheritance Tax planning. From ancient gifting scrolls to the mystical artefacts of trusts and insurance, they navigate booby traps of complexity to help preserve your family fortune.
With sharp wit and strategic know-how, they dodge the 40% boulder of HMRC and shine a torch on golden relics like Business Relief, Nil-Rate Band secrets, and the lost legend of Lifetime Gifting. Along the way, our geeky explorers decode cryptic strategies that can protect your legacy and turn tax trouble into triumph.
Plug in, power up, and join The Finance Geeks as they explore the vault—because fortune doesn’t just favour the bold... it favours the well-advised
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Chapters: 0:00 - Intro
5:19 - Inheritance Tax Planning Strategies
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Show Notes: Is it time to kill off Inheritance Tax? | The Association of Taxation Technicians
https://www.att.org.uk/it-time-kill-inheritance-tax?utm_source=chatgpt.com
What do Mystic Meg, HMRC and October 2024 have in common?—insights on Inheritance Tax and key statistics
https://www.russell-cooke.co.uk/news-and-insights/news/what-do-mystic-meg-hmrc-and-october-2024-have-in-common-insights-on-inheritance-tax-and-key-statistics
Inheritance Tax liabilities statistics - GOV.UK
https://www.gov.uk/government/statistics/inheritance-tax-liabilities-statistics
IHT400 rates and tables
https://assets.publishing.service.gov.uk/media/67d850de4e1deef5a8c15ee7/IHT400-rates-and-tables.pdf
Meditations (Book)
https://amzn.eu/d/2rScX4c
The soul of wealth (Book)
https://amzn.eu/d/hTxOtkr
Gifting plan Standard Life
https://tandemfp.sharepoint.com/:b:/s/Tandem/ESYmn7SoB6hClTRyqijhjGEBWUkdZdXq4SNpBfYpDRlYKw?e=InxRJs
Benefits of getting married - Benefits of Marriage
https://tandemfp.sharepoint.com/:b:/s/Tandem/EWQ8qxbO0IVDrhBAyuOh5TcBxvvKuoR-xYLsv_JI-jMVtw?e=VoeEQM
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
