Fraser Kerr, Regional Director, hosts Laura Marshall, Financial Planning Director and Vanessa Hutchison, Senior Private Client Adviser to discuss inheritance tax, how it works and the importance of planning to help make better decisions for you and your loved ones.


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 at the time of publication.
The information is based on our understanding as at 14 September 2023.