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...
Navigating sudden wealth: Financial planning and managing new money
Private Wealth Podcast
26 minutes
9 months ago
Navigating sudden wealth: Financial planning and managing new money
Have you recently acquired a significant amount of money? Sudden wealth can be quite overwhelming. So how can you protect and manage your assets efficiently? Join Leonora Stevens and Mike Hodges as they talk with legal expert Claire Harris, a Partner at Withers, and James Peterson, Managing Director at Rothschild & Co about the essential first steps and long-term strategies for managing a windfall. From will planning, family communication, global mobility and philanthropy, they discuss th...
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...
