• SPF’s Dynamic Duo: High Value Mortgage Specialist Sarah Kelly and Life Insurance & Inheritance Tax Planning Expert Rob May

  • Oct 28 2024
  • Length: 30 mins
  • Podcast

SPF’s Dynamic Duo: High Value Mortgage Specialist Sarah Kelly and Life Insurance & Inheritance Tax Planning Expert Rob May

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  • Summary

  • Camilla is joined by mortgage broker extraordinaire Sarah Kelly and renowned life insurance advisor Rob May from SPF Private Office. As experts in serving high-net-worth clients, Sarah and Rob share invaluable tips on navigating the complexities of inheritance tax planning (which can reach up to 40% in the UK). Discover how Sarah's mortgage brokerage services can unlock access to exclusive lenders and tailored financing solutions that high street banks often cannot provide. Meanwhile, Rob delves into strategically structuring life insurance policies to mitigate the impact of inheritance tax on your estate. This dynamic duo delivers a masterclass on financing your dream home to protecting your wealth and property investments for the long-term.
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