Saffery
Private Wealth Podcast
We explore the changing world of private wealth – from family offices and succession planning to philanthropy and the changing personal tax landscape.
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Episodes
Death and Tax 13.12.2023 15:19
In this episode, Leonora Stevens and Mike Hodges approach the sensitive topic of death and tax planning, sharing their top tips to give you peace of mind and to help make the planning process as seamless as possible. In particular, Leonora and Mike discuss: The importance of having an up-to-date will in place, Inheritance tax (IHT) and estate planning, The complications of leaving behind a legacy...
Family Investment Companies – An update 23.10.2023 18:04
In this episode Leonora Stevens and Mike Hodges revisit Family Investment Companies (FICs) and are delighted to be joined by Guy Broadfield , a Senior Associate at Burges Salmon who has a focus on tax and trusts. We first examined FICs back in 2021 ( that episode can be listened to here) , but with markets and sectors moving at such rapid pace we delve into this area again, this time discussing: A...
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