10 min
Episode 21 - Transferring Wealth In the know
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- Investing
In this episode, Mark Brown and Sarah Maguire discuss why you may wish to transfer wealth (gift) to family and charitable causes you care about, whilst explaining how you may do so. Throughout the episode they discuss commonly recommended solutions and challenges that may need to be overcome.
This discussion is the second of three instalments concerning Intergenerational Wealth Transfers. We recommend you listen to Episode 19 first.
Our IHT guide referenced in this episode: https://lffinancialplanning.co.uk/a-guide-to-inheritance-tax-planning-options/
Visit our website for more content: https://lffinancialplanning.co.uk/
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
In this episode, Mark Brown and Sarah Maguire discuss why you may wish to transfer wealth (gift) to family and charitable causes you care about, whilst explaining how you may do so. Throughout the episode they discuss commonly recommended solutions and challenges that may need to be overcome.
This discussion is the second of three instalments concerning Intergenerational Wealth Transfers. We recommend you listen to Episode 19 first.
Our IHT guide referenced in this episode: https://lffinancialplanning.co.uk/a-guide-to-inheritance-tax-planning-options/
Visit our website for more content: https://lffinancialplanning.co.uk/
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
10 min