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: GOV.UK website - Inheritance Tax - The nitty-gritty of the small print related to inheritance tax.

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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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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 his parents and attitudes to investments.

Episode Links:
What caught our Eye - Find out more about the soon to be introduced "No blame" Divorce changes.
What are generations differences? - More information about the difference in attitudes between the various generations and what lies behind the labels.

Visit our website: https://mdgifa-ps.com

Peter's Bio

Nicola's Bio

Check out our website
Discover Peter on LinkedIn.
Discover Nicola on LinkedIn