Lifetime Allowance Planning

Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony talks about the nine different ways to smartly plan for your lifetime allowance and how to avoid additional tax on your estate should it exceed the limit. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the better and enabling you to live your dreams. Find out more: https://wealthandtax.co.uk/ *The value of investments and the income derived from them may fall as well as rise. You may not get back what you invest. This communication is for general information only and is not intended to be individual advice. You are recommended to seek competent professional advice before taking any action. All statements concerning the tax treatment of products and their benefits are based on our understanding of current tax law and HM Revenue and Customs’ practice. Levels and bases of tax relief are subject to change.