Webinar: Tax Masterclass #3 – Inheritance Tax
Timestamps
[00:00] Introduction and disclaimers
[01:37] News items: Gem & Co integration with Cooper Parry Wealth! 2025 top performing equity markets, Goldman Sachs predictions, Nationwide Mortgages and investment red flags.
[15:23] Today’s main topic – Inheritance Tax
- Current inheritance tax allowances
- How HMRC classify different types of gifts
- Strategies available to legitimately reduce a projected inheritance tax bill
- The seven-year rule
- Business Property Relief
- What has changed in recent years
- How estate planning ties into your financial plan
[45:25] Recommendations to read, listen and watch.
Useful Resources
Top performing equity markets of 2025: https://www.justetf.com/en/market-overview/the-best-country-etfs-last-year.html
The S&P 500 Is Expected to Rally 12% This Year | Goldman Sachs
Scottish Mortgage’s Tom Slater: Growth investing winners need to be survivors like Ferrari
Ben Felix on the Making Money podcast: Ben Felix: The Problem With Saving 10% of Your Income
Reverie by Amble – Amble – Schoolyard Days (Official Video)
The Best Country ETFs (2025)