S&W The Pulse

In this introductory episode on transferring wealth, we touch on main issues families are facing and questions you should start thinking about to help you plan.When we refer to ‘wealth transfer’, we are referring to wealth cascading from the older generation to the younger generation – weather this is during the lifetime of the older generation or at death.SUBSCRIBE:Stay up to date with our latest insights, subscribe to our mailing list here and choose the topics you’re interested in: https://bit.ly/3ArrCoaGET IN TOUCH:Have any feedback? We're listening, email us at: podcast@smithandwilliamson.comFOLLOW US:Twitter - @SmithWilliamsonLinkedIn - @Smith&Williamson This episode was recorded on 19/07/2021This S&W The Pulse podcast is of a general nature and is not a substitute for professional advice. No responsibility can be accepted for the consequences of any action taken or refrained from as a result of what is said. The views expressed are not necessarily those of the presenter or of Smith & Willia