Episode 21 – Transferring wealth

In this episode of In the know

Mark Brown and Sarah Maguire discuss why you may wish to transfer wealth (gift) to family and charitable causes you care about, whilst explaining how you may do so. Throughout the episode they discuss commonly recommended solutions and challenges that may need to be overcome.

This discussion is the second of three instalments concerning Intergenerational Wealth Transfers. We recommend you listen to Episode 19 first.

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Episode 21 – Transferring wealth

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