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.
Private Wealth Matters by DMH Stallard
Claim This Podcastby DMH Stallard LLP
6 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
1
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality2
Social0
YouTube0
Engagement0
Podcast Overview
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.
Language
🇺🇲
Publishing Since
11/18/2024
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1
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality2
Social0
YouTube0
Engagement0
4
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1
Good Performance
14
Growth Opportunities
excellent
Episode Length
24 minutes
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good
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3.0/5
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Every 38 days
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Recent Episodes
December 18, 2025
Can the Budget turn the economy around?
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.
May 29, 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.
March 10, 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.
6 total episodes available
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Frequently asked questions
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- What is Private Wealth Matters by DMH Stallard?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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