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 10 - Pitfalls for the reluctant lay-trustee
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Peter and Nicola
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Season 1
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Episode 10
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 how to meet your responsibilities – or a family lawyer not able to give regulated trust investment advice you should listen to this episode
Jonathan Reeves Bio
Visit our website: https://mdgifa-ps.com
Peter's Bio
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