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Risk Warnings
Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video.
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00:00 Intro
00:56 The Key Questions
02:29 How Have We Got Here
03:07 ISAs
03:51 Capital Gains Tax
09:20 Pensions
14:18 Inheritance Tax
16:05 Conclusion