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