Inheritance Made Simple

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Ann-Marie Atkins is a Managing Partner and award-winning Financial Planner at Evelyn Partners. She joined Anna Clare Harper on the podcast as part of this series on ‘How to make the most of your money’ sponsored by Cohort Invest, to discuss the things you need to know but were afraid to ask about inheritance.

We covered topics including:

• What exemptions are available for Inheritance Tax
• Trusts, Family Investment Companies and other structures which mean you don’t need to pay Inheritance Tax
• When should you start thinking about your Will, and what happens if you don’t
• Tips and tricks for how to have awkward conversations, to avoid stress and drama later
• How to protect and pass on wealth under a Labour government 

Sponsor website: https://cohortinvest.co.uk/
Guest website: https://www.evelyn.com/
Guest LinkedIn: https://www.linkedin.com/in/annmariebanks/
Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
Host website: https://www.greenresi.com/