• 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

  • 2024/08/29
  • 再生時間： 32 分
  • ポッドキャスト

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

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    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 Tax
    • Trusts, Family Investment Companies and other structures which mean you don’t need to pay Inheritance Tax
    • When should you start thinking about your Will, and what happens if you don’t
    • Tips and tricks for how to have awkward conversations, to avoid stress and drama later
    • How to protect and pass on wealth under a Labour government


    Sponsor website: https://cohortinvest.co.uk/
    Guest website: https://www.evelyn.com/
    Guest LinkedIn: https://www.linkedin.com/in/annmariebanks/
    Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
    Host website: https://www.greenresi.com/
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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 Tax
  • Trusts, Family Investment Companies and other structures which mean you don’t need to pay Inheritance Tax
  • When should you start thinking about your Will, and what happens if you don’t
  • Tips and tricks for how to have awkward conversations, to avoid stress and drama later
  • How to protect and pass on wealth under a Labour government


Sponsor website: https://cohortinvest.co.uk/
Guest website: https://www.evelyn.com/
Guest LinkedIn: https://www.linkedin.com/in/annmariebanks/
Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
Host website: https://www.greenresi.com/
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