Inheritance Tax Planning and Understanding the Seven Year Rule when Gifting Money - Edward Rees & Mike Williams

Welcome to The Legal Lounge, where you'll hear from Amanda and her team of lawyers from Lanyon Bowdler Solicitors talking about many aspects of law in England and Wales.   We've called upon Mike Williams from our friends at Brewin Dolphin for this episode.  He's speaking to Edward Rees from the Private Client team.  They're busting jargon, and talking about inheritance tax planning and financial wellbeing.  They explain about "the seven year rule", gifting money, tapering and touch on trust funds.  For all the resources and reference material from the episodes, and to request a discussion about a particular scenario, or aspect of law, please visit: https://lblaw.co.uk/podcast