Inter-Generational Planning

Inheritance Tax receipts hit £8.2 billion last year. The nil-rate band has been frozen at £325,000 since 2009, and it’s not moving until at least 2031. Meanwhile, property values, pensions and investments have surged ahead. More families are getting caught every year. This video shows why planning your finances one generation at a time is leaving money on the table, and what changes when you start thinking as a family. It walks through dynamic gifting, family investment companies and how to stack tax-free allowances across generations, showing how these strategies compound over time to protect hundreds of thousands of pounds from tax.

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