Protecting Wealth Across Generations – What you need to know about Inheritance Tax, Wills, and Future Changes

In this episode of TW Law Talk, host Nick Coffer is joined by Zoe Sivelle, Partner in Taylor Walton’s Private Client team, and Lynsey Lord, Chartered Tax Adviser and Partner at Mercer & Hole Accountants. Together, they unravel the complexities of inheritance tax (IHT), wills, trusts, pensions, and the upcoming legislative changes that could dramatically affect how wealth is passed down.

To read a transcript of this podcast, follow the link here for a downloadable copy.

Disclaimer: This podcast is for informational purposes only and should not be considered legal advice. For specific legal guidance, please contact your solicitor or reach out to one of our team members.