MDG Professional Services
Over the next 10 years, in the UK, an average of over £82,000,000 of family wealth will be transferred every single day. What is not so readily understood, is what could happen to reduce or completely dilute this wealth transfer.
“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.
“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.
Episodes
13 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...
•
Season 1
•
Episode 5
•
28:05
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 ...
•
Season 1
•
Episode 12
•
28:06
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...
•
Season 1
•
Episode 10
•
32:14
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...
•
Season 1
•
Episode 1
•
10:04
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...
•
Season 1
•
Episode 10
•
30:19
Episode 8 - Green Investments
10 years ago if you had strong views on investing in green and sustainable investments you would have expected to sacrifice performance and choice! But today that has all changed and these beliefs are much more mainstream. In this episode w...
•
Season 1
•
Episode 9
•
34:55
Episode 7 - Pensions in estate planning
More than ever before many understand that if they want a comfortable retirement they need to make their own provisions. We often see pension funds more valuable than the family home! In this episode we talk to Jessica List, head of technical a...
•
33:51
Episode 6 - Divorce
Divorce can dramatically redirect wealth within a family and as no-blame divorces are just around corner we talk to Reshma Sunnassee to get a better understanding of how she handles divorce and looks at some aspects that are not always consider...
•
Season 1
•
Episode 7
•
23:37
Episode 5 - Estate Planning
In this episode Iain, a highly experienced will-writer, provides a lot of good advice on estate planning using wills. It might be easier to dip in and out taking notes on what Iain recommends during this 30 minute episode. We look at how to kee...
•
Season 1
•
Episode 6
•
31:54
Episode 4 - Long Term Care
With an ageing population and increased family blending through divorce and remarriages looking out for loved ones can be very testing. In this episode Nicola interviews Peter to get practical tips on claiming benefits and looks at ways of usin...
•
Season 1
•
Episode 5
•
20:01
Episode 3a - IHT and Gifting Rules
Peter decided to shoehorn in this additional episode to provide more practical information on how to go about making gifts and what to be aware of.Episode Links:In case you missed the first time around:
•
Season 1
•
Episode 4
•
14:14
Episode 3 - Givers
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:
•
Season 1
•
Episode 3
•
22:46
Episode 2 - Recipients
This initial series looks at the £83 million daily average of family wealth being transferred; in this episode we talk to Steve who we feel typifies his generation expecting to share the family wealth bonanza. We learn about his concerns for hi...
•
Season 1
•
Episode 2
•
18:48