Podcast 15: Helena Luckhurst – Private Client Lawyer with Fladgate LLP


Today’s guest is Helena Luckhurst, a private client lawyer with Fladgate LLP who advises clients on wealth transfers and wealth succession planning.
Helena and I discuss the joy of inheritance tax, such as:
  • 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.