IHT planning is always a key focus area for advisers – but it can be complicated. Advising clients on making gifts is one of the key tools in the adviser’s IHT planning toolbox.
But it’s a matter for great care and attention as there’s so much technical information you need to know. Mistakes can be costly too.
With the tax year-end in sight, Sue and Brandon’s podcast guest on IFA Talk this week is Cat McInally, an investment specialist at M&G Wealth.
Their conversation with Cat explores important themes such as why gifting is becoming more popular recently, what are the gifting rules advisers need to be aware of and also what might be some of the barriers that exist to clients being prepared to make gifts.
Check out the conversation below:
Click here to listen on Apple Podcasts
Click here to listen on Spotify
