ASK240: What’s the best way to avoid inheritance tax? PLUS: What’s the secret to a strong partnership?

Happy Tuesday! We’re back with another Ask Rob & Rob. 

First up we’ve got Jess who’s got a question about inheritance tax. Her parents have around £200,000 tied up in their home with no mortgage, and she’s been trying to figure out a way to make sure funds/assets are protected should the inevitable happen. They want to avoid the pitfalls of the dreaded inheritance tax!

Is property the right way to go? Are there any resources Jess should be aware of?

Of course, Rob & Rob aren’t accountants or tax advisers however, Rob D had some insights to share which Jess should find comforting. Only 4% of people who died last year paid inheritance tax - so should Jess be worrying?

And what can Jess’ parents do now to minimise any issues Jess might face further down the line?

Listen to find out. 

Our second question is from Stuart who wants to talk about The Robs’ business relationship. He wants to know how Rob & Rob met and how they decided to go into partnership all those years ago. 

Tune in to find out how another podcast (we know!) brought them both together and how their ‘founders quiz’ cemented their partnership. 

Rob D also has some tips on getting to know your partner slowly rather than marrying them at first sight! 

Have a listen and let us know what you thought of today’s Ask Rob & Rob.

Do you have a buy to let or property investment related question for Rob & Rob? You could feature on the next episode by giving us a call on 013 808 00035 and leaving a message with your name and question (normal UK call rates apply). 

 

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The next question on Ask Rob & Rob could be yours. 

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