Retirement planning
Update: 2024-01-11
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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