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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.
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