Private Wealth Matters by DMH Stallard
Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and family businesses.
Episodes
Can the Budget turn the economy around?
In this episode of our Private Wealth Matters Podcast, Ingrid McCleave is joined by Jade Swanston (Chief Revenue Officer at Advanta Wealth), Danielle Ford (Head of Tax Disputes & Resolutions at HaysMac), and Graeme Privett (Private Client Tax Partner at HaysMac).
The conversation takes somewhat of a bird’s eye view, discussing the panel’s overall thoughts on Rachel Reeves’ 2025 Budget,...
Land, Legacy, and Law: what the new inheritance laws could mean for farming families
As a new series of Clarkson’s Farm is released, so to is the latest episode of our Private Wealth Matters Podcast. We delve into all things farming / farming families and farming estates.
In this episode Emma Weir speaks with Family Team partner Rachel Osgood and Private Client Team Senior Associate Jade Paine on this very topical subject.
Th...
Control and choice – the importance of LPAs
No one wants to think about a time in the future when they may no longer be able to make decisions for themselves about their health, welfare, property or finances. However, as we are all increasingly living longer and sometimes with conditions such as dementia, it is important to think now about what you would want to happen in the future in such circumstances.
A Lasting power of Atto...
Guarding your legacy with asset protection
In England & Wales we have apparent testamentary freedom, however, freedom to leave your estate as you wish does not always mean you can control how assets are ultimately distributed, particularly in the longer term. Poor planning can lead to unforeseen circumstances and sometimes unwanted and undesirable consequences.
People are living longer and often have more than one long term rel...
Merry and Mindful: Tax-Efficient Giving Explained
We are witnessing an historic shift in wealth; the great wealth transfer taking place is expected to see around £5.5 trillion passed down from one generation to the next by 2050.
We are also seeing record inheritance tax (IHT) receipts. IHT is effectively a death duty levied on the total value (less any liabilities, exemptions and reliefs) of an estate at the time of death.
IHT is u...
Inheritance Act claims and the myth of the 'watertight' Will
In this episode, our Private Wealth experts discuss disputes in Wills and the myth of the ’watertight’ Will, as well as giving some helpful tips on what you can do to minimise the likelihood that your Will is contested after you’ve gone.
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