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Our expert panel share the secrets of intergenerational wealth, and how you can ensure your financial legacy. Your Pension is just one of the ways to be tax-efficient around inheritance tax. The panel also discuss the latest economic outlook, Sir David Harrison's knighthood, and charity fundraising at True Potential.
0:00 Congratulations to Sir David Harrison
3:10 Why inheritance tax matters to you
5:10 The £325,0000 inheritance tax threshold explained
7:35 When should you think about intergenerational planning?
9:30 What is your estate?
10:53 Speak to a financial adviser and set your investment goals
13:55 Your Pension isn't liable to inheritance tax and can be passed on
17:17 What to do if you inherit a Pension
22:09 70% of UK wealth is in the 50+ age band
24:15 Growth in the True Potential Aggressive Portfolio performance
24:57 The Bank of England interest rate rise and economic outlook
32:13 Staying invested for the long term
32:55 Anna's fundraising for Children's Cancer North
Donate to Anna's fundraising page www.justgiving.com/fundraisin...
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