• Inheritance tax planning with Nick Bird of Triplepoint.

  • Feb 20 2024
  • Length: 45 mins
  • Podcast
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Inheritance tax planning with Nick Bird of Triplepoint.

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  • Summary

  • Today’s discussion is with Nick Bird, Senior Business Development Manager at Triplepoint.

    If you’ve got older parents you won’t want to miss this episode. Planning for inheritance tax is some of the easiest most cost-effective planning you can do as you can easily measure how much tax you can save by make a few decisions.

    In this discussion, Nick & I look into inheritance tax planning and discuss:

    • Why is estate planning so important?
    • The concept of Business Property Relief and how tax policy encourages investments into UK companies.
    • Gifting – how, when, and how much is possible.
    • Housing – the hardest asset to deal with and a few options to think about.

    And make sure you listen to the end where Nick describes a few specific investment options you can use.

    Enjoy!
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