MDG Professional Services
“You can’t assume that if your parents are wealthy it’s all coming to you”
If you're transferring wealth or expecting to receive it, this series of podcasts should interest you. Join Peter and Nicola each week as they discuss the ins and outs of future wealth planning with guests from their professional associates who discuss the best way to manage this wealth transfer process.
MDG Professional Services
Latest Episodes
Episode 5a - Lasting Powers of Attorney
In this episode we talk about Lasting Powers of Attorney which are just as important as Wills and relevant to all adults. You're never too young or too old to consider an LPA as it allows you to appoint people you can depend on to make importan...
Episode 11 - SME Corporate Governance
As this series is about transferring wealth, we know there is substantial wealth tied up in family businesses. According to the Oxford research report in 2019, family-owned businesses made up 86.2% of the GDP for the UK. In ...
Episode 10 - Pitfalls for the reluctant lay-trustee
In earlier episodes Nicola and Pete have mentioned the use of trusts as a way of directing and controlling family wealth – so in this episode we speak to Jonathan Reeves, a leading trust accountant.If you are a lay trustee not sure of ho...
Episode 1 - Introduction
Welcome to our very first podcast – very exciting. We hope you find this series interesting and thanks for listening. Please let us have your feedback and naturally we would be delighted to receive your questions on any issues we cover that aff...
Episode 9 - Is the road to Hell paved with good intentions?
In the second episode when we spoke to Steve, he indicated the millennial generation have a different approach to finding partners and setting up home together. However, this more liberated lifestyle often brings with it concerns for parents wh...