Shelley talking about inheritance tax planning

Informed Choice financial planning director Shelley McCarthy presented a seminar this morning on the subject of inheritance tax planning.

We broadcast her presentation live on our Facebook Page and the video is now available to watch.

Within the 40 minute presentation, Shelley described the foundations of inheritance tax planning along with how the new residence nil rate band works and the use of trusts as a planning tool.

You can watch the recording now.

If you would like to find out more about inheritance tax planning, or have any questions for Shelley, please let us know.