Intergenerational wealth series: Part 1

Crowe Cast

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

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.

Crowe Cast series

Podcast title	Date	Services	Industries
Autumn Statement 2023: What has the Chancellor in store for the UK? 14/11/2023 Tax Tax for Private Clients Corporate Tax Private Wealth	14/11/2023	Tax Tax for Private Clients Corporate Tax	Private Wealth
2023 Law Firm Benchmarking: exploring the findings 07/11/2023 Professional Practices	07/11/2023		Professional Practices
Good practices for climate-related reporting 03/10/2023 Risk Consulting - Financial Services	03/10/2023	Risk Consulting - Financial Services
Manufacturing Outlook Report - a discussion with Confederation of British Metalforming 28/09/2023 Manufacturing	28/09/2023		Manufacturing
Managing Workforce Costs 09/08/2023 Workforce Advisory Large or Listed Companies	09/08/2023	Workforce Advisory Large or Listed Companies
Law Firm Benchmarking 2022 30/03/2023 Professional Practices	30/03/2023		Professional Practices
Pre-Budget Spring 2023 07/03/2023 VAT and Customs Duty services Corporate Tax Tax Private Wealth	07/03/2023	VAT and Customs Duty services Corporate Tax Tax	Private Wealth