Family Office Stories: Generational wealth planning Structures podcast

Chris Edward, UK Country Manager with Lombard International Assurance, recently spoke to PwC as part of their Family Office Podcast series. His expertise are primarily focused on trust and insurance based planning solutions.

In this episode, Chris shares his perspectives and valuable insights on what the recent wide-sweeping changes to the taxation of foreigners coming to the UK might mean for families based in, or with a connection to the UK. He also explores the unit-linked life insurance route which, combined with a trust, may offer a variety of effective wealth and succession planning options.