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How can I protect my family's wealth?
This week, Chris Dowling is joined by John Endacott of PKF Francis Clark to discuss:
- How recent inheritance tax changes are affecting business owners and their families,
- The growing importance of succession planning in a changing tax environment,
- Why many business structures may now be exposed to new inheritance tax risks,
- The role trusts can play in protecting family wealth and business continuity,
- How pension changes could impact long-term wealth and estate planning,
- What business owners should consider when planning an exit or transferring wealth to the next generation.
And lastly...
Why John Endacott believes that energy matters more than many people realise, and why dynamism remains one of society's most valuable assets.
Catch-up with all the Scale, Structure, Sell podcasts here or subscribe via the platforms below:
Podcast Host
Chris Dowling
Investment ManagerThis is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority.
