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 intergenerational wealth transfer.

Visit our website: https://mdgifa-ps.com

Peter's Bio

Nicola's Bio