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.
MDG Professional Services
Episode 3 - Givers
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Peter and Nicola
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Season 1
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Episode 3
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.
Visit our website: https://mdgifa-ps.com
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