MDG Professional Services

In this episode we talk about Lasting Powers of Attorney which are just as important as Wills and relevant to all adults. You're never too young or too old to consider an LPA as it allows you to appoint people you can depend on to make important life decisions if you aren’t able to. Listen to what our guest expert, Tammie Woods, Court of Protection Manager at law firm Debenhams Ottaway has to say on this emotional subject. * 3 real-life situations where an LPA can save you time, money and stress - Debenhams Ottaway Solicitors [https://protect-eu.mimecast.com/s/CRwNCQG3sM5PPhxlqoR/] * Lasting Powers of Attorney Solicitors - Debenhams Ottaway Solicitors [https://protect-eu.mimecast.com/s/nf9gCRJ4sjAWWsNbuhQ/] * Court of Protection Solicitors - Debenhams Ottaway Solicitors [https://protect-eu.mimecast.com/s/m0bDCVj8hNDyyIyf9kW/] * Court of Protection FAQs for deputies – Debenhams Ottaway Solicitors [https://protect-eu.mimecast.com/s/fBA3CW0gsRAqqHnLFGC/]   * Download advice sheets from our Webpage here [https://mdgifa-ps.com/lpa-cop-advice/] Check out our website [https://mdgifa-ps.com/] Discover Peter [https://www.linkedin.com/in/pginger/] on LinkedIn. Discover Nicola [https://www.linkedin.com/in/nicola-charman-99088421/] on LinkedIn

As this series is about transferring wealth, we know there is substantial wealth tied up in family businesses. According to the Oxford research report in 2019, family-owned businesses made up 86.2% of the GDP for the UK.    In this episode we talk to Irene from Dallas and Co solicitors to make sure that your business wealth is safeguarded and effectively transferred to those you'd like to receive it. Episode Links: Download Company Governance checklist here [https://mdgifa-ps.com/company-governance-checklist/] Visit our website: https://mdgifa-ps.com [https://mdgifa-ps.com/] Peter's Bio [https://www.mdgifa.com/the-team/peter-ginger/] Nicola's Bio [https://www.mdgifa.com/nicola-charman/] Check out our website [https://mdgifa-ps.com/] Discover Peter [https://www.linkedin.com/in/pginger/] on LinkedIn. Discover Nicola [https://www.linkedin.com/in/nicola-charman-99088421/] on LinkedIn

In earlier episodes Nicola and Pete have mentioned the use of trusts as a way of directing and controlling family wealth – so in this episode we speak to Jonathan Reeves, a leading trust accountant. If you are a lay trustee not sure of how to meet your responsibilities – or a family lawyer not able to give regulated trust investment advice you should listen to this episode Jonathan Reeves Bio [https://www.taxmatters.tax/about-us] Visit our website: https://mdgifa-ps.com [https://mdgifa-ps.com/] Peter's Bio [https://www.mdgifa.com/the-team/peter-ginger/] Nicola's Bio [https://www.mdgifa.com/nicola-charman/] Check out our website [https://mdgifa-ps.com/] Discover Peter [https://www.linkedin.com/in/pginger/] on LinkedIn. Discover Nicola [https://www.linkedin.com/in/nicola-charman-99088421/] on LinkedIn

Welcome to our very first podcast – very exciting. We hope you find this series interesting and thanks for listening. Please let us have your feedback and naturally we would be delighted to receive your questions on any issues we cover that affect you personally. Episode Links: STEP will code Info [https://www.step.org/public/step-will-code] - what STEP advise is the content of a will. Authorised STEP Member Directory [https://content.step.org/step-directory] - a complete list of STEP members and the individual's profile. Intergenerational wealth transfer overview PDF [https://www.brooksmacdonald.com/~/media/Files/B/Brooks-Macdonald-V4/documents/int-gen-wealth/Intergen-Wlth-Transf-Summ.pdf] - a summary document explaining the concept of intergenerational wealth transfer. Visit our website: https://mdgifa-ps.com [https://mdgifa-ps.com/] Peter's Bio [https://www.mdgifa.com/the-team/peter-ginger/] Nicola's Bio [https://www.mdgifa.com/nicola-charman/] Check out our website [https://mdgifa-ps.com/] Discover Peter [https://www.linkedin.com/in/pginger/] on LinkedIn. Discover Nicola [https://www.linkedin.com/in/nicola-charman-99088421/] on LinkedIn

In the second episode when we spoke to Steve, he indicated the millennial generation have a different approach to finding partners and setting up home together. However, this more liberated lifestyle often brings with it concerns for parents who are asked for financial support – to fund the rent deposit or the mortgage deposit. In this episode we talk to Rupi Rai a leading family lawyer at Rayden Solicitors on this subject. Rupi has a lot of sound advice for those involved and, equally important, the parents of the partners. Episode Links: Visit our website: https://mdgifa-ps.com [https://mdgifa-ps.com/] Who is Rupi Rai? [https://raydensolicitors.co.uk/team/rupi-rai/%20] Peter's Bio [https://www.mdgifa.com/the-team/peter-ginger/] Nicola's Bio [https://www.mdgifa.com/nicola-charman/] Check out our website [https://mdgifa-ps.com/] Discover Peter [https://www.linkedin.com/in/pginger/] on LinkedIn. Discover Nicola [https://www.linkedin.com/in/nicola-charman-99088421/] on LinkedIn