Episode 1 - Introduction
Episode 1 - Introduction
Episode 1 - Introduction
Welcome to our very first podcast – very exciting. We hope you find this series interesting and thanks for listening. Please let us have your feedback and naturally we would be delighted to receive your questions on any issues we cover that affect you personally.
Episode Links:
STEP will code Info - what STEP advise is the content of a will.
Authorised STEP Member Directory - a complete list of STEP members and the individual's profile.
Intergenerational wealth transfer overview PDF - a summary document explaining the concept of intergenerational wealth transfer.
Visit our website: https://mdgifa-ps.com
Peter's Bio
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Discover Peter on LinkedIn.
Discover Nicola on LinkedIn
From The Podcast
MDG Professional Services
Over the next 10 years, in the UK, an average of over £82,000,000 of family wealth will be transferred every single day. What is not so readily understood, is what could happen to reduce or completely dilute this wealth transfer. “You can’t assume that if your parents are wealthy it’s all coming to you” If you're transferring wealth or expecting to receive it, this series of podcasts should interest you. Join Peter and Nicola each week as they discuss the ins and outs of future wealth planning with guests from their professional associates who discuss the best way to manage this wealth transfer process.Join Podchaser to...
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