Episode 13: The Vault of Legacy - Inheritance Tax Planning Strategies

Dust off your pixelated fedora and light your tax-saving torch—because in this epic 8-bit adventure, Warren Shute and Paul Cleworth set off on a quest to uncover the hidden treasures of Inheritance Tax planning.  From ancient gifting scrolls to the mystical artefacts of trusts and insurance, they navigate booby traps of complexity to help preserve your family fortune.

With sharp wit and strategic know-how, they dodge the 40% boulder of HMRC and shine a torch on golden relics like Business Relief, Nil-Rate Band secrets, and the lost legend of Lifetime Gifting. Along the way, our geeky explorers decode cryptic strategies that can protect your legacy and turn tax trouble into triumph.

Plug in, power up, and join The Finance Geeks as they explore the vault—because fortune doesn’t just favour the bold... it favours the well-advised

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Chapters: 0:00 - Intro

5:19 - Inheritance Tax Planning Strategies

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Show Notes: Is it time to kill off Inheritance Tax? | The Association of Taxation Technicians

https://www.att.org.uk/it-time-kill-inheritance-tax?utm_source=chatgpt.com

What do Mystic Meg, HMRC and October 2024 have in common?—insights on Inheritance Tax and key statistics

https://www.russell-cooke.co.uk/news-and-insights/news/what-do-mystic-meg-hmrc-and-october-2024-have-in-common-insights-on-inheritance-tax-and-key-statistics

Inheritance Tax liabilities statistics - GOV.UK

https://www.gov.uk/government/statistics/inheritance-tax-liabilities-statistics

IHT400 rates and tables

https://assets.publishing.service.gov.uk/media/67d850de4e1deef5a8c15ee7/IHT400-rates-and-tables.pdf

Meditations (Book)

https://amzn.eu/d/2rScX4c

The soul of wealth (Book)

https://amzn.eu/d/hTxOtkr

Gifting plan Standard Life

https://tandemfp.sharepoint.com/:b:/s/Tandem/ESYmn7SoB6hClTRyqijhjGEBWUkdZdXq4SNpBfYpDRlYKw?e=InxRJs

Benefits of getting married - Benefits of Marriage

https://tandemfp.sharepoint.com/:b:/s/Tandem/EWQ8qxbO0IVDrhBAyuOh5TcBxvvKuoR-xYLsv_JI-jMVtw?e=VoeEQM

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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.

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