Showing results for "Inheritance" in Personal Finance

The podcast starts by highlighting the frustration many people feel towards the current system, particularly regarding the perceived unfairness of wealthy individuals using loopholes to avoid taxes while regular people are burdened with high bills. The podcast then delves into the technical aspects of inheritance tax, explaining concepts like trusts, AIM shares, and various tax-saving strategies. It then moves on to discuss Labour’s proposed changes to the inheritance tax system, specifically targeting agricultural and business property reliefs and AIM shares. The hosts emphasize the tension...

Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.