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Episode 3 - Givers
MDG Professional Services
MDG Professional Services
Episode 3 - Givers
Nov 09, 2021
Season 1
Episode 3
Peter and Nicola
In this third episode we talk to Richard representing the Baby Boomer generation looking to pass on family wealth. We hear about his concerns and discuss effective ways of transferring wealth.
Episode Links:
GOV.UK website - Inheritance Tax - The nitty-gritty of the small print related to inheritance tax. Listen to the next episode 3a (IHT and gifting rules) for the human angle on this subject.
What caught our Eye - The right way to get tax relief - find out more in this in-depth article from accountingweb.co.uk.
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