Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and family businesses.
Can the Budget turn the economy around?
In this episode of our Private Wealth Matters Podcast, Ingrid McCleave is joined by Jade Swanston (Chief Revenue Officer at Advanta Wealth), Danielle Ford (Head of Tax Disputes & Resolutions at HaysMac), and Graeme Privett (Private Client Tax Partner at HaysMac).
The conversation takes somewhat of a bird’s eye view, discussing the panel’s overall thoughts on Rachel Reeves’ 2025 Budget, how it has affected (and will affect) businesses versus individuals and what it actually means for people.
Will this Budget bring stability or pave the way for more potential tax rises next year?
During this episode, the panel touches on a number of topics, such as:
Was this a growth Budget for entrepreneurs and business?
Who were the winners and losers?
Fiscal drag
The new ‘mansion tax’
Inheritance tax –concessions related to agricultural property relief and business property relief
Pensions – salary sacrifice changes
Tax considerations in relation to business incorporation
Dividend allowance limits
Venture Capital Trusts
The middle class hit harder than most?
Landlords
Starting rate savings limit changes
Self Assessment changes
The Loan Charge
Now the dust has settled slightly following the announcements, the discussion in this episode cuts through the ‘noise’ and drills down into some of the major areas affecting business and individuals; giving listeners some key takeaways to consider.
29 May 2025
Land, Legacy, and Law: what the new inheritance laws could mean for farming families
Lawyers Rachel Osgood and Jade Paine discuss inheritance tax relief, estate planning, and family law for farming families, highlighting potential conflicts between IHT savings and asset protection in relationships; Emma Weir interviews them.
10 Mar 2025
Control and choice – the importance of LPAs
Control and choice – the importance of LPAs
No one wants to think about a time in the future when they may no longer be able to make decisions for themselves about their health, welfare, property or finances. However, as we are all increasingly living longer and sometimes with conditions such as dementia, it is important to think now about what you would want to happen in the future in such circumstances.
A Lasting power of Attorney (LPA) may be an insurance policy that you never need to use but should be viewed as a key part of later life planning.
• What are the different types of power of attorney? • When and how can an LPA be put in place?• What are the duties and responsibilities of an attorney?• What are the limits on how an LPA may be used?• What happens if no LPA has been put in place and support with decision making is needed?
In this episode, Jenny Ray speaks with private client partner, Emma Weir, addressing these questions and discussing what LPAs are and why it is so important to have one sooner rather than later.
11 Feb 2025
Guarding your legacy with asset protection
Guarding your legacy with asset protection
In England & Wales we have apparent testamentary freedom, however, freedom to leave your estate as you wish does not always mean you can control how assets are ultimately distributed, particularly in the longer term. Poor planning can lead to unforeseen circumstances and sometimes unwanted and undesirable consequences.
People are living longer and often have more than one long term relationship in their lives. The rise in blended families is one of the reasons why asset protection is an important part of estate planning and wealth management. A common example is a desire to see a partner is provided for during their lifetime while still ensuring your assets are ultimately passed to your own children and grandchildren.
There may also be concerns about future care costs, claims that may be brought against an estate after your death or concerns about vulnerable beneficiaries.
Outright gifts of property by Will or lifetime transfers may not always have the desired effect. Once an asset is gifted absolutely, control is lost. Assets can be brought back into an estate for the purpose of satisfying claims and meeting care costs in certain circumstances.
As life can be unpredictable, planning in a way that provides flexibility for a variety of circumstances is sensible. Flexible Life Interest Trusts are one of the most common ways to achieve asset protection but there is no one size fits all solution. Careful advice will be needed from legal and financial professionals to ensure your estate is structured in a way that achieves the outcome you desire.
In this episode, Jenny Ray speaks with succession planning specialist, Nadia Cowdrey about ways to protect your assets.
20 Dec 2024
Merry and Mindful: Tax-Efficient Giving Explained
Tax and succession planning expert Ingrid McCleave joins Jenny Ray to explore effective and tax-efficient giving strategies, ensuring donors' wishes are fulfilled and tax reliefs maximized.
18 Nov 2024
Inheritance Act claims and the myth of the 'watertight' Will
Contentious Probate Partner Jenny Ray and Private Client Associate Hannah Worricker discuss why Wills disputes are increasing and share expert tips to minimize the likelihood of a contested estate.
Who has been a guest on Private Wealth Matters by DMH Stallard
Names identified in recent episode analyses. Showing up to five guests.
Rachel Osgood
Jade Paine
Ingrid McCleave
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