In the fifth episode of the series we ask "What do I do if…I want to protect my family wealth?"

Brodies private client partner, Hayley Robertson discusses family wealth alongside Jeffrey Simpson, chartered financial planner at Hymans Robertson Personal Wealth, from planning ahead to protection and how to avoid many common pitfalls.

From inheritance tax, life assurance and gifting to discussing the family wealth with your children or future generations, Hayley and Jeff provide a comprehensive overview of the different considerations individuals need to take to have peace of mind for their family's future.

You can also find us on Apple Podcasts, Spotify or wherever you usually listen to your podcasts by searching for "Podcasts by Brodies".

Hymans Robertson personal wealth are authorised and regulated by the Financial Conduct Authority. The information here is based on our understanding at 03.08.2022. It is for general information purposes only and should not be regarded as financial advice. It should not be considered a substitute for regulated advice on specific circumstances and objectives.