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Podcast #74: What advisers need to know about gifts when IHT planning - With M&G Wealth’s Cat McInally
Manage episode 403568051 series 3509692
With the tax year-end in sight, Sue and Brandon’s podcast guest on IFA Talk this week is Cat McInally, an investment specialist at M&G Wealth.
Their conversation with Cat explores important themes such as why gifting is becoming more popular recently, what are the gifting rules advisers need to be aware of and also what might be some of the barriers that exist to clients being prepared to make gifts.
100 つのエピソード
Manage episode 403568051 series 3509692
With the tax year-end in sight, Sue and Brandon’s podcast guest on IFA Talk this week is Cat McInally, an investment specialist at M&G Wealth.
Their conversation with Cat explores important themes such as why gifting is becoming more popular recently, what are the gifting rules advisers need to be aware of and also what might be some of the barriers that exist to clients being prepared to make gifts.
100 つのエピソード
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