What is the “Great Wealth Transfer” and what does it mean for estate planning?

Published: 18 September 2024
Updated: 18 December 2025

Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Consultant Ben Mitson to discuss the “Great Wealth Transfer” and the implications for Inheritance Tax Planning

Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk

Get the latest financial planning ideas delivered to your doorstep

This free publication is distributed to thousands of households three times a year. Serving as your go-to resource, it offers clear, expert guidance on the financial planning questions that matter most to you.