• The emotional impact that conversations (or worse lack of conversations) can have around planning for passing down wealth;
• Why deeds of variations are very useful;
• How good planning can enable people to capture an extra £350k worth of tax-free assets through the residents nil-rate band;
• Why pensions have become crucial wealth transfer vehicles since 2015;
• The options people have with generally their largest most illiquid asset – property;

 And make sure you listen to the end to hear Helena highlight the key first steps when thinking about receiving or passing wealth along.

I hope you enjoy my conversation with Helena Luckhurst.