#141 Inheritance tax mistakes you must avoid

11/04/22 • 40 min

Our expert panel share the secrets of intergenerational wealth, and how you can ensure your financial legacy. Your Pension is just one of the ways to be tax-efficient around inheritance tax. The panel also discuss the latest economic outlook, Sir David Harrison's knighthood, and charity fundraising at True Potential.

Previous Episode

#140 Cash savings vs investments | Do More With Your Money

Our expert panel discuss cash savings versus investments, how does staying invested compare to holding cash over the long term? The panel also discuss new UK Prime Minister Rishi Sunak and an improvement in markets.

0:00 Subscribe to the True Potential YouTube Channel 2:25 Is market volatility starting to see some stability? 7:50 A positive reaction to Prime Minister Rishi Sunak 8:45 The 10 best days and 10 worst days to be invested 10:10 Staying invested rather than running to cash 11:59 Staying invested even in retirement 13:00 What happens if you miss the 10 best days to be invested in a 10 year period? 14:45 The role of Cash within the True Potential Portfolios 17:45 Holding cash in an emergency fund and short term goals 21:40 Why goal setting is important for investors 23:43 The impact of inflation on cash 26:06 Speak to a financial adviser 27:50 True Potential Portfolios through the major recent world events 28:27 Chart: What happened if you moved to cash during market volatility?

Next Episode

#142 Secure your financial legacy

How can you secure your financial legacy? Follow these top tips from our expert panel, as they explain why completing your Pension's Expression of Wish and writing your will are important steps for passing your wealth to the next generation.