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15.01.2021

TAX MATHS - GIFTING

David S Shepherd
David S Shepherd
Morrison Wealth Management Ltd
Investment & Wealth Manager, Pension Adviser, Financial Adviser, Mortgage Adviser

TAX MATHS - GIFTING

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Investing money in your grandchild’s future from an early age, rather than gifting it to them once you’re gone, could save you – and them – a whole lot in taxes.

  • #futureproofing
  • #futureplanning
  • #TaxYearEnd
  • #retirement
David S Shepherd
David S Shepherd
Morrison Wealth Management Ltd
Investment & Wealth Manager, Pension Adviser, Financial Adviser, Mortgage Adviser

WHAT I DO: I work to Inform, Educate and Uncomplicate busy professionals in aligning their money with their life through fiduciary financial planning.
Follow us for more articles and posts direct from professionals on      
Financial Advice, Financial Adviser

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