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Private Wealth Podcast
Saffery
25 episodes
1 day ago
In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it. Our hosts Leonora Stevens and Mike Hodges discuss: - Why more families are considering property gifts - How rising house prices affect IHT exposure - Key thresholds like the nil-rate and residence nil-rate bands - The challenge of funding IHT when wealth is tied up in bricks and mortar 🎧 Lis...
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Investing
Business
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All content for Private Wealth Podcast is the property of Saffery and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it. Our hosts Leonora Stevens and Mike Hodges discuss: - Why more families are considering property gifts - How rising house prices affect IHT exposure - Key thresholds like the nil-rate and residence nil-rate bands - The challenge of funding IHT when wealth is tied up in bricks and mortar 🎧 Lis...
Show more...
Investing
Business
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Death and Tax
Private Wealth Podcast
15 minutes
1 year ago
Death and Tax
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 to charity, andOther practical points to consider.You can also find further information in our art...
Private Wealth Podcast
In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it. Our hosts Leonora Stevens and Mike Hodges discuss: - Why more families are considering property gifts - How rising house prices affect IHT exposure - Key thresholds like the nil-rate and residence nil-rate bands - The challenge of funding IHT when wealth is tied up in bricks and mortar 🎧 Lis...