Financial Planning Videos

Financial Planning
What will your retirement look like?
Understanding Inheritance Tax

Understanding Inheritance Tax

How can you ensure you pass on the wealth from your estate to your family efficiently? (Inheritance Tax planning is not regulated by the Financial Conduct Authority)

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Business Exit Planning

Business Exit Planning

When would be the ideal time to exit your business? When will your business be at its peak worth? And how can you match those two things with finding an eager buyer? (Business Tax planning is not regulated by the Financial Conduct Authority)

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Planning for Care
Lifes a Journey
What is financial guidance
Pension Freedoms

Pension Freedoms

Deciding how and when you should use the income from your pension is a complicated matter. This video provides an overview of the Pension freedom changes.

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Inheritance Planning with Panthera Wealth
What are Asset Classes?
Epic Retirement

Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.