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Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead of the curve.
Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Inheritance Tax Planning: The Do’s, Don’ts and Key Strategies
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In this episode, James is re-joined by financial planning specialist Jon Matchett. Together Jon and James talk through key Inheritance Tax planning strategies from both a tax and financial planning perspective. This collaborative discussion opens up a broad range of action points for anyone concerned by leaving their estate with a large tax bill.
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