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How To Save Money On Inheritance Tax & Invest For Your Kids with Alex Thomas
Manage episode 418349331 series 3445597
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In this weeks episode I welcome Alex Thomas a real life Financial Advisor who joins us today to talk about all things inheritance tax, family planning and saving for your kids.
This one went deep on the likes of family trusts, gifting money to your children or spouse and lots more!
In this episode:
Child Trusts vs Junior ISAs
How to save money on inheritance tax
What are the rules around gifting money
How family trusts work and when they don't
How to ensure your family gets what they deserve
Questions to ask a financial advisor
AND SO MUCH MORE!!
Take the FREE Money Personality Quiz 👉🏼 https://upthegains.co.uk/quiz
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