In this episode of Crowe Casts, we are joined by Private Clients Tax Partner, Nick Latimer and Richard, Dean, Chartered Financial Planner, Crowe Financial Planning (UK) Limited.
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 advisors and independent financial advisors 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.
Crowe Cast series