
Wealth Wise
Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.
Wealth Wise
Navigating Inheritance Tax and the importance of planning
We explain how Inheritance Tax actually works and how the team at abrdn can help you make better decisions about your estate planning, all with the goal of ensuring that your loved ones are taken care of.
Fraser Kerr, Regional Director, hosts Laura Marshall, Financial Planning Director and Vanessa Hutchison, Senior Private Client Adviser.
This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than what was paid in. The views in this podcast are those of the contributors as at the time of publication.