FTAdviser Podcast

How to navigate the latest IHT changes


Listen Later

We've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this podcast, which qualifies for 30 minutes CPD, editor Simoney Kyriakou is joined by Jack Rose, head of sales for Triple Point, and Diana French, the retail strategy director. 


By the end of this 30 minute podcast, you should be able to: Outline the biggest changes to tax policy from the Budget; explain how the changes affect IHT planning; and describe some of the ways that VCTS are being used for investment portfolios.




The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

FTAdviser PodcastBy FTAdviser


More shows like FTAdviser Podcast

View all
Wake Up to Money by BBC Radio 5 Live

Wake Up to Money

57 Listeners

Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

15 Listeners

This is Money Podcast by This is Money

This is Money Podcast

41 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

87 Listeners

The Personal Investor by Fidelity International

The Personal Investor

16 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

13 Listeners

On The Money by interactive investor

On The Money

4 Listeners

IFS Zooms In: The Economy by Institute for Fiscal Studies

IFS Zooms In: The Economy

4 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

3 Listeners

The Rest Is Money by Goalhanger

The Rest Is Money

182 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

48 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

181 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

9 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

35 Listeners

The Pension Confident Podcast by PensionBee

The Pension Confident Podcast

4 Listeners