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In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place umbrella, scaling to over £70M in funds under management.
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For the modern wealth manager, the ‘normal expenditure out of income’ exemption is considered somewhat a holy grail of inheritance tax planning. Governed by section 21 of the Inheritance Tax Act 1984, it is the only relief that allows for the immediate, unlimited removal of value from an estate without a seven-year survival period.
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