Keeping it in the family - part 2

Listen back to Part 2 of our keeping it in the family webinar. 

The webinar covered a range of topics including:

  • Lifetime gifting
  • Ways to retain an element of access or control over gifted assets
  • Working examples of a Discounted Gift Trust and a Loan Trust
  • Pensions and Life Insurance estate planning vehicles
  • The role of Business Relief in Inheritance Tax mitigation 

About our speakers

The webinar was delivered by two of our expert advisers David Dodgson and Kirsty Stone who spoke around the key principles of intergenerational wealth and financial planning, helping to protect your family wealth for future generations.

Resident speaker Resident speaker



David Dodgson Partner 

Kirsty Stone Adviser 

My ability to demystify the complexities around estate planning has proved of great value to clients and their families. I am a strong advocate of the use of cash flow modelling to provide a context for informed, ongoing, financial decision making within a lifetime financial plan. 

I advise personal clients and business owners on all aspects of their financial and strategic planning. My role is not only to provide the highest quality technical advice, it’s equally as important for me to ensure that you understand and are confident in, decisions made and actions taken.


If you would like to discuss your financial situation and how we can help you, get in touch today and arrange a free consultation with an adviser. 

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