Succession Planning: Looking to the Future

This episode of ‘The Wealth Chat’ tackles the multi-faceted nature of succession planning, from tax implications to the intergenerational transfer of wealth. Chief Market Strategist Fahad Kamal is joined by Andrew Dixon, Head of Wealth Planning at Kleinwort Hambros, and guest speaker Chris Moorcroft, Partner at Harbottle & Lewis LLP. Any services and investments may have tax consequences and it is important to bear in mind that the Kleinwort Hambros Group does not provide tax advice. The level of taxation depends on individual circumstances and such levels and bases of taxation can change. You should seek independent professional tax advice in order to understand any applicable tax consequences.