Grosvenor Wealth Management is delighted to share our recent podcast collaboration with HB Accountants featuring Andrew Willis, a Financial Planner with over 30 years of experience. Andrew provided valuable insights tailored to help individuals and business owners confidently navigate today’s complex financial landscape, and Amy Thompson from HB Accountants provided the tax position.

During the podcast, Andrew shared his expertise on key topics including investments, pensions, and retirement strategies. He explored the impact of changes to Inheritance Tax (IHT) on pension death benefits, discussed the upcoming cancellation of the British ISA, and addressed how to adapt your investment approach in light of evolving regulations. His practical advice is designed to help you make informed decisions and take decisive action, particularly if you’re a high-net-worth individual or business owner.

This is a must-watch for anyone looking to optimise their financial strategy during these times of economic change. View the full podcast below and benefit from Grosvenor Wealth Managements insightful advice.