Many people are finding they have additional time to review financial plans. From other virtual events, you might know that some estate and Inheritance Tax planning solutions can take years to become fully effective, but others can be effective immediately.
Our brilliant experts explain:
As Jocelyn says, the Government have spent a considerable amount to help businesses and individuals during the pandemic, so tax rates probably won’t reduce any time soon – the opposite is probably closer to the truth.
The solutions highlighted can be very effective for estate planning, but you need to ensure you take personal, professional advice before you make any big decisions to ensure it is the right move for you financially.
For example when it comes to AIM shares, you’re investing in smaller – and, therefore, more volatile – companies. At a time when even big companies are struggling, are you comfortable with this higher level of risk?
If you have any questions after listening to our speakers, or the subject has got you thinking about solutions to Inheritance Tax, remember that we offer free initial consultations where you can speak to an adviser about your queries.
If you have any other questions, you can call us on 020 7189 2400 or email firstname.lastname@example.org
If you want to get in touch about the virtual event, or want to suggest new topics, email email@example.com.