Intergenerational wealth series: Part 1

Crowe Cast

In this episode of Crowe Casts, we are joined by Sue Daye, Partner, Private Clients, and Phil Smithyes, Partner, Head of Financial Planning.

In this four-part series on intergenerational wealth, Sue and Phil discuss key areas for people to consider when passing on wealth to the next generation. In this episode we focus on making gifts out of income as a way of maximising relief from inheritance tax.

Listen now as Sue and Phil discuss these key considerations and provide real-life examples of how Crowe can support you when it comes to gifting wealth.

Crowe Cast series

Podcast title	Date	Services	Industries
Implications of FRS 102 22/10/2024 Business Solutions	22/10/2024	Business Solutions
UK Corporate Governance Code Change 12/07/2024 Corporate Finance	12/07/2024	Corporate Finance
AI Sentinel Talks 08/07/2024 Consulting Technology and Media	08/07/2024	Consulting	Technology and Media
Crowe Cast IHT and succession planning for property 27/06/2024 Tax for Private Clients Private Wealth	27/06/2024	Tax for Private Clients	Private Wealth
Multiple Dwelling Relief and the Ridgway Case 26/04/2024 Tax for Private Clients Real Estate	26/04/2024	Tax for Private Clients	Real Estate
Autumn Statement 2023: What has the Chancellor in store for the UK? 14/11/2023 Tax Tax for Private Clients Corporate Tax Private Wealth	14/11/2023	Tax Tax for Private Clients Corporate Tax	Private Wealth
2023 Law Firm Benchmarking: exploring the findings 07/11/2023 Professional Practices	07/11/2023		Professional Practices