Peter and Nicola
MDG Professional Services
A podcast
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Peter and Nicola
MDG Professional ServicesEpisodes
Peter and Nicola
MDG Professional Services
A podcast
Good podcast? Give it some love!
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Episodes of MDG Professional Services
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In this episode we talk about Lasting Powers of Attorney which are just as important as Wills and relevant to all adults. You're never too young or too old to consider an LPA as it allows you to appoint people you can depend on to make importan
As this series is about transferring wealth, we know there is substantial wealth tied up in family businesses. According to the Oxford research report in 2019, family-owned businesses made up 86.2% of the GDP for the UK. In this episode we ta
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 me
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 aff
In the second episode when we spoke to Steve, he indicated the millennial generation have a different approach to finding partners and setting up home together. However, this more liberated lifestyle often brings with it concerns for parents wh
10 years ago if you had strong views on investing in green and sustainable investments you would have expected to sacrifice performance and choice! But today that has all changed and these beliefs are much more mainstream. In this episode we ta
Divorce can dramatically redirect wealth within a family and as no-blame divorces are just around corner we talk to Reshma Sunnassee to get a better understanding of how she handles divorce and looks at some aspects that are not always consider
This initial series looks at the £83 million daily average of family wealth being transferred; in this episode we talk to Steve who we feel typifies his generation expecting to share the family wealth bonanza. We learn about his concerns for hi
More than ever before many understand that if they want a comfortable retirement they need to make their own provisions. We often see pension funds more valuable than the family home! In this episode we talk to Jessica List, head of technical a
In this third episode we talk to Richard representing the Baby Boomer generation looking to pass on family wealth. We hear about his concerns and discuss effective ways of transferring wealth.Episode Links:GOV.UK website - Inheritance Tax - The
In this episode Iain, a highly experienced will-writer, provides a lot of good advice on estate planning using wills. It might be easier to dip in and out taking notes on what Iain recommends during this 30 minute episode. We look at how to kee
Peter decided to shoehorn in this additional episode to provide more practical information on how to go about making gifts and what to be aware of.Episode Links:In case you missed the first time around: GOV.UK website - Inheritance Tax - The ni
With an ageing population and increased family blending through divorce and remarriages looking out for loved ones can be very testing. In this episode Nicola interviews Peter to get practical tips on claiming benefits and looks at ways of usin
In the second episode when we spoke to Steve, he indicated the millennial generation have a different approach to finding partners and setting up home together. However, this more liberated lifestyle often brings with it concerns for parents wh
More than ever before many understand that if they want a comfortable retirement they need to make their own provisions. We often see pension funds more valuable than the family home! In this episode we talk to Jessica List, head of technical a
10 years ago if you had strong views on investing in green and sustainable investments you would have expected to sacrifice performance and choice! But today that has all changed and these beliefs are much more mainstream. In this episode we ta
Divorce can dramatically redirect wealth within a family and as no-blame divorces are just around corner we talk to Reshma Sunnassee to get a better understanding of how she handles divorce and looks at some aspects that are not always consider
With an ageing population and increased family blending through divorce and remarriages looking out for loved ones can be very testing. In this episode Nicola interviews Peter to get practical tips on claiming benefits and looks at ways of usin
In this episode Iain, a highly experienced will-writer, provides a lot of good advice on estate planning using wills. It might be easier to dip in and out taking notes on what Iain recommends during this 30 minute episode. We look at how to kee
Peter decided to shoehorn in this additional episode to provide more practical information on how to go about making gifts and what to be aware of.Episode Links:In case you missed the first time around: GOV.UK website - Inheritance Tax - The ni
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 aff
This initial series looks at the £83 million daily average of family wealth being transferred; in this episode we talk to Steve who we feel typifies his generation expecting to share the family wealth bonanza. We learn about his concerns for hi
In this third episode we talk to Richard representing the Baby Boomer generation looking to pass on family wealth. We hear about his concerns and discuss effective ways of transferring wealth.Episode Links:GOV.UK website - Inheritance Tax - The
This initial series looks at the £83 million daily average of family wealth being transferred; in this episode we talk to Steve who we feel typifies his generation expecting to share the family wealth bonanza. We learn about his concerns for hi
Divorce can dramatically redirect wealth within a family and as no-blame divorces are just around corner we talk to Reshma Sunnassee to get a better understanding of how she handles divorce and looks at some aspects that are not always consider
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