• Navigating inheritance tax and gifting - Part 2

  • Aug 9 2024
  • Length: 16 mins
  • Podcast

Navigating inheritance tax and gifting - Part 2

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  • Summary

  • 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.

    Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.

    This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.

    Rathbones is under no obligation to update or keep current the information contained in this material.
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Economics Personal Finance
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