The Plan for Happy Podcast
Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth.
Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics.
Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years of building wealth and investing professionally.
The Plan for Happy Podcast
Inheritance tax planning with Nick Bird of Triplepoint.
Today’s discussion is with Nick Bird, Senior Business Development Manager at Triplepoint.
If you’ve got older parents you won’t want to miss this episode. Planning for inheritance tax is some of the easiest most cost-effective planning you can do as you can easily measure how much tax you can save by make a few decisions.
In this discussion, Nick & I look into inheritance tax planning and discuss:
- Why is estate planning so important?
- The concept of Business Property Relief and how tax policy encourages investments into UK companies.
- Gifting – how, when, and how much is possible.
- Housing – the hardest asset to deal with and a few options to think about.
And make sure you listen to the end where Nick describes a few specific investment options you can use.
Enjoy!