Practical Pension Planning to Avoid IHT (Including Business Relief) скачать в хорошем качестве

Practical Pension Planning to Avoid IHT (Including Business Relief)

If you have the benefit of working with Astute, please reach out to your financial planner with any questions. If you are new to Astute, and would like to talk about anything discussed in this video, you can contact us here https://www.videoask.com/f6b4a6ot3 In the final video of our IHT series, we delve into business relief, what you should now be considering doing with your pension, and why a whole of life policy may be an appropriate way to pay an IHT bill. -------------------------------------------------------------------------------------------------------------- Following the changes in Labour’s 2024 budget, we embarked on a series of videos for our clients: Strategies to Avoid IHT. In the final video of our IHT series, we delve into business relief, what you should now be considering doing with your pension, and why a whole of life policy may be an appropriate way to pay an IHT bill. You can get a copy of our gift record here: https://www.videoask.com/f1h75jm8m If you have the benefit of working with Astute, please reach out to your financial planner with any questions. If you are new to Astute, and would like to talk about anything discussed in this video, you can contact us here https://www.videoask.com/f6b4a6ot3 This is the fourth in our series of strategies to avoid inheritance tax. If you missed them, you can find the previous videos here: The basics:    • Strategies to Avoid Inheritance Tax (IHT) ...   The power of a will and how gifting can be utilised to mitigate IHT:    • Strategies to Avoid Inheritance Tax (IHT) ...   In trusts we trust:    • In Trusts We Trust: Strategies to Avoid In...   Socials: Website - https://www.astuteprivatewealth.co.uk/ LinkedIn -   / astuteprivatewealth   Head of Client Proposition Elliot Unsworth CFP Chartered FCSI joined the profession over 12 years ago following completion of his maths degree. Elliot is responsible for running our Liverpool Office, is regulated to give advice, and is Chartered, Certified and a Fellow with the CISI. Head of Group Communications Hannah Kennedy AdvDipFA has worked in financial services for 9 years, following completion of her maths degree. Hannah qualified as a chartered associate of the LIBF, has completed the IMC and has passed the level 1 CFA exam. 00:00 Introduction 02:25 Pensions included in your estate 04:05 Expression of wishes 05:40 Example: John and Jane 06:53: Pension conclusions 08:35 Gifting from pension income 09:26 Gift record 10:36 Spending your money 10:59 Whole of life cover 11:52 Term assurance 12:19 Business relief 14:42 Conclusion