DiscoverIn the knowEpisode 19 - What are Intergenerational Wealth Transfers?
Episode 19 - What are Intergenerational Wealth Transfers?

Episode 19 - What are Intergenerational Wealth Transfers?

Update: 2021-10-19
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Listen in as Mark Brown and Neil Clarke discuss Intergenerational Wealth Transfers, the first of three informative conversations.


In this episode, they provide an in depth background concerning Intergenerational Wealth and discuss why, due to rising estate values, it is becoming increasing important to plan ahead should you wish to support family or a charitable cause financially. Attention is also paid to emotional drivers and why this topic can be hard to discuss with family.


Visit our website for more content: https://lffinancialplanning.co.uk/


Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

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Episode 19 - What are Intergenerational Wealth Transfers?

Episode 19 - What are Intergenerational Wealth Transfers?

Lucas Fettes Financial Planning