Private Wealth Matters by DMH Stallard
Podcast Description
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.
Podcast Insights
Content Themes
The show centers on wealth management and generational wealth transfer, specifically exploring future planning, inheritance tax implications, wills and trusts administration, and effective succession planning strategies. Episodes such as 'Merry and Mindful: Tax-Efficient Giving Explained' and 'Inheritance Act Claims and the Myth of the Watertight Will' delve into current trends affecting wealth transfer and provide actionable insights for listeners navigating these challenges.
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.
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, how it has affected (and will affect) businesses versus individuals and what it actually means for people.
Will this Budget bring stability or pave the way for more potential tax rises next year?
During this episode, the panel touches on a number of topics, such as:
- Was this a growth Budget for entrepreneurs and business?
- Who were the winners and losers?
- Fiscal drag
- The new ‘mansion tax’
- Inheritance tax –concessions related to agricultural property relief and business property relief
- Pensions – salary sacrifice changes
- Tax considerations in relation to business incorporation
- Dividend allowance limits
- Venture Capital Trusts
- The middle class hit harder than most?
- Landlords
- Starting rate savings limit changes
- Self Assessment changes
- The Loan Charge
Now the dust has settled slightly following the announcements, the discussion in this episode cuts through the ‘noise’ and drills down into some of the major areas affecting business and individuals; giving listeners some key takeaways to consider.
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