Episode 10 - Pitfalls for the reluctant lay-trustee
Released Monday, 10th January 2022
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Episode 10 - Pitfalls for the reluctant lay-trustee
Episode 10 - Pitfalls for the reluctant lay-trustee
Monday, 10th January 2022
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In earlier episodes Nicola and Pete have mentioned the use of trusts as a way of directing and controlling family wealth – so in this episode we speak to Jonathan Reeves, a leading trust accountant.
If you are a lay trustee not sure of how to meet your responsibilities – or a family lawyer not able to give regulated trust investment advice you should listen to this episode
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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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