The Legal Compass (Previously Legally Speaking) podcast

Understanding High-Net-Worth Estate Planning

0:00
28:40
Rewind 15 seconds
Fast Forward 15 seconds

Passing wealth to the next generation can appear complicated. Families may need to consider inheritance tax, property ownership, lifetime gifts, business succession and the needs of children or partners from different relationships.

However, effective estate planning does not always require a complicated arrangement. 

In this episode, private client specialist and Director of Wills & Probate, Dominic Mackenzie, explains why the starting point should be an accurate assessment of the estate, followed by clear advice that the client understands. 

More episodes from "The Legal Compass (Previously Legally Speaking)"