Inheritance Tax: A joint approach

Crowe Cast

24/06/2021

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

Business-people-meeting

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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Crowe Cast series

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Podcast title Date Services Industries
13/08/2021
Employment Tax
Manufacturing
05/08/2021
29/07/2021
Tax for Private Clients
Private Wealth
08/07/2021
Private Wealth
24/06/2021
Financial Planning
Private Wealth
22/06/2021
Employment Tax
10/06/2021
Professional Practices
Pension Funds
03/06/2021
Forensic Services
01/06/2021
Manufacturing
13/05/2021
Manufacturing

Contact us

Nick Latimer
Nick Latimer
Partner, Private Clients
Cheltenham