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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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...
A family office is a formal arrangement that involves a high-net-worth family being supported with a range of services, including legal, tax, accounting and concierge support. Whether or not you need a family office depends entirely on your financial, investment, and personal needs. In this episode, Leonora and Mike are joined by Alexandra Britton-Davis, a fellow partner at Saffery. As well as outlining how they’d interact with a family office as external advisers, they answer key questions...
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...
