98. Legacy Planning 101: Essential steps for passing on wealth with Lindsay McInnes

Women & Money Cafe

Вміст надано Julie Flynn. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Julie Flynn або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1+ y ago 55:11

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We've got a takeover this week! One of our listeners had questions about passing on wealth to her children. So she's joined us for this episode which is expertly hosted by Emily!
If you've got questions you would like us to answer, or fancy joining us for an episode, drop Julie an email (julie@breewealthandtax.co.uk) or message her on Instagram.
Key areas covered:
- Salary, dividends, and pensions in a limited company
- Self-invested personal pensions (SIPPs) and commercial property
- Nominating beneficiaries and tax implications of pension assets
- Junior ISAs: benefits, limits, and investment options
- Strategies for giving gifts to children and managing surplus income
- Holding shares in public limited companies (PLCs) and potential structures
Can a company pay school fees?
GUEST EXPERT: LINDSAY MCINNES is a high energy, international primary health care provider who has a passion for helping people to thrive in life. She decided she wanted to become a chiropractor when she was just 7 years old, after her health and her life drastically changed when she started getting adjusted.
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YOUR HOST

Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
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