Inheritance Tax: A joint approach

Crowe Cast

08/08/2022

In this episode of Crowe Casts, we are joined by Private Clients Tax Partner, Nick Latimer, Crowe UK and Chartered Financial Planner, Richard Dean.

Crowe Cast

There are many things to consider when it comes to Inheritance Tax (IHT), such as who pays it, does your estate have to pay it and are you prepared in your IHT planning. Something that should also be considered is how tax advisers and independent financial advisers can work together in order to help grow your wealth, save tax, and reduce your inheritance tax exposure. What benefits are there for you by joining up the two sectors?

Listen now as Nick and Richard discuss the importance of working together when carrying out your financial planning.

 

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Disclaimers

The information set out in our publications is for information purposes only and does not constitute advice to undertake a particular transaction. Appropriate professional advice should be taken on specific issues before any course of action is pursued. Any advice provided by a Crowe Consultant will follow only after consideration of all aspect of our internal advice guidance.

Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore investors may not get back the amount originally invested. 

The Financial Conduct Authority does not regulate Trusts, Tax or Estate Planning. 

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