Description

In this episode we examine the tax and practical aspects to consider when thinking about retirement.

We discuss the importance of having a plan in place to ensure you are prepared and are able to achieve your personal objectives. Leonora and Mike specifically delve into areas including:

• Pensions,
• Cash and other assets (more information on gifting cash and property is available),
• Removing liquidity from a business,
• Business property relief (BPR), and
• Inheritance tax (IHT).

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