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Are you prepared for your financial future? The Do More With Your Money panel answer your questions on inheritance and later life planning. 0:00 The role of a financial planner and how lockdown has changed adviser interactions with clients 3:40 George Bell, Investment Analyst, on what happened in markets this week, including the fascinating story around Reddit, Gamestop, and Wall Street 13:20 Client questions on later life planning - How can you reduce inheritance tax? 17:52 The Budget is coming up, what could change for your taxes? 25:22 What happens to your money when you die? The importance of a Will explained 31:10 The tax efficiency of gifting money and being around to see your money do more 35:40 The role of Trusts in later life planning 40:00 The cost of care and the need to prepare your finances for the expenses of later life 45:40 The panel end the show with their top fitness tip for lockdown
By True PotentialAre you prepared for your financial future? The Do More With Your Money panel answer your questions on inheritance and later life planning. 0:00 The role of a financial planner and how lockdown has changed adviser interactions with clients 3:40 George Bell, Investment Analyst, on what happened in markets this week, including the fascinating story around Reddit, Gamestop, and Wall Street 13:20 Client questions on later life planning - How can you reduce inheritance tax? 17:52 The Budget is coming up, what could change for your taxes? 25:22 What happens to your money when you die? The importance of a Will explained 31:10 The tax efficiency of gifting money and being around to see your money do more 35:40 The role of Trusts in later life planning 40:00 The cost of care and the need to prepare your finances for the expenses of later life 45:40 The panel end the show with their top fitness tip for lockdown

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