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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point

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Manage episode 505137898 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning during a time of rising taxes.

With taxes on the rise, new rules bringing pensions into the inheritance tax net, and clients increasingly looking to advisers for clarity, the landscape has never been more challenging. But it’s also a time of real opportunity for advisers to demonstrate value.

To help unpack this, Diana French, Chief Commercial Officer at Triple Point joins us to share her expert insights. She reveals how advisers are adapting their tax and estate planning conversations, where Business Relief fits into today’s toolkit, and why VCTs are still playing a crucial role – especially as we head into the next offer season.

Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 505137898 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning during a time of rising taxes.

With taxes on the rise, new rules bringing pensions into the inheritance tax net, and clients increasingly looking to advisers for clarity, the landscape has never been more challenging. But it’s also a time of real opportunity for advisers to demonstrate value.

To help unpack this, Diana French, Chief Commercial Officer at Triple Point joins us to share her expert insights. She reveals how advisers are adapting their tax and estate planning conversations, where Business Relief fits into today’s toolkit, and why VCTs are still playing a crucial role – especially as we head into the next offer season.

Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!

  continue reading

100 episodes

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