33분
Handling the transition of wealth Book of Stories 2.0: An Intergenerational Wealth Podcast
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- 투자
In episode two of the Book of Stories 2.0 podcast series, Charles Stanley’s John Porteous and Citywire’s Ian Horne are joined by Ben Alcock, Chartered Financial Planner at Continuum.
This time around we discuss the transition and passing of wealth between generations, why people do it, and how we can get the timings and the conversations right. There is a lot to juggle here, as we delve into topics like gifting, inheritance tax, cash flow planning, and the life events that encourage people to think about their plans. We also take a look at situations where a transfer of wealth is not desirable.
In episode two of the Book of Stories 2.0 podcast series, Charles Stanley’s John Porteous and Citywire’s Ian Horne are joined by Ben Alcock, Chartered Financial Planner at Continuum.
This time around we discuss the transition and passing of wealth between generations, why people do it, and how we can get the timings and the conversations right. There is a lot to juggle here, as we delve into topics like gifting, inheritance tax, cash flow planning, and the life events that encourage people to think about their plans. We also take a look at situations where a transfer of wealth is not desirable.
33분