Intergenerational wealth series: Part 1

Crowe Cast

29/07/2021

In this episode of Crowe Casts, we are joined by Sue Daye, Partner, Private Clients, and Phil Smithyes, Partner, Head of Financial Planning.

man carrying child

In this four-part series on intergenerational wealth, Sue and Phil discuss key areas for people to consider when passing on wealth to the next generation. In this episode we focus on making gifts out of income as a way of maximising relief from inheritance tax. 

Listen now as Sue and Phil discuss these key considerations and provide real-life examples of how Crowe can support you when it comes to gifting wealth.

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Crowe Cast series

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Podcast title Date Services Industries
13/08/2021
Employment Tax
Manufacturing
05/08/2021
29/07/2021
Tax for Private Clients
Private Wealth
08/07/2021
Private Wealth
24/06/2021
Financial Planning
Private Wealth
22/06/2021
Employment Tax
10/06/2021
Professional Practices
Pension Funds

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Phil Smithyes
Phil Smithyes
Partner, Head of Financial Planning
Thames Valley
Sue Daye
Sue Daye
Partner, Private Clients
Cheltenham