What you need to know but were afraid to ask about inheritance with Ann-Marie Atkins, a Managing Partner and Financial Planner at Evelyn Partners and Anna Clare Harper

Send us a text Ann-Marie Atkins is a Managing Partner and award-winning Financial Planner at Evelyn Partners. She came on the podcast as part of our 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 TaxTrusts, Family Investment Companies and other structures which mean you don’t need to pay Inheritance TaxWhen shou...