Business
In this introductory episode on transferring wealth, we touch on main issues families are facing and questions you should start thinking about to help you plan.When we refer to ‘wealth transfer’, we are referring to wealth cascading from the older generation to the younger generation – weather this is during the lifetime of the older generation or at death.SUBSCRIBE:Stay up to date with our latest insights, subscribe to our mailing list here and choose the topics you’re interested in: https://bit.ly/3ArrCoaGET IN TOUCH:Have any feedback? We're listening, email us at: podcast@smithandwilliamson.comFOLLOW US:Twitter - @SmithWilliamsonLinkedIn - @Smith&Williamson This episode was recorded on 19/07/2021This S&W The Pulse podcast is of a general nature and is not a substitute for professional advice. No responsibility can be accepted for the consequences of any action taken or refrained from as a result of what is said. The views expressed are not necessarily those of the presenter or of Smith & Williamson or any of its affiliates. No reproduction of this podcast may be made in whole or in part for professional or recreational purposes. No action should be taken based on this podcast and we accept no liability if we change your views on any of the subjects mentioned.Tax legislation is that prevailing at the time, is subject to change without notice and depends on individual circumstances. Clients should always seek appropriate tax advice before making decisions. HMRC Tax Year 2021/22.Smith & Williamson Financial Services Limited Authorised and regulated by the Financial Conduct Authority.