In this episode of Podcasts by Brodies, legal experts Emily Pike and Stewart Gibson discuss the subject of inheritance and succession planning, unpacking the findings of an exclusive YouGov survey commissioned by Brodies.
The survey showed that only 25% of respondents have a full estate plan in place— and highlighted a significant gap between awareness of the subject of succession planning and action. Emily and Stewart explore common misunderstandings around inheritance tax, gifting, and intestacy, as well as the emotional barriers preventing families from discussing wealth transfer.
With major inheritance tax reforms set to take effect in April 2026, including new caps on relief for business and agricultural assets, the urgency for proactive estate planning has arguably never been greater. Through real-life examples, Emily and Stewart illustrate the risks of avoiding the conversation and the immense value of early planning, as well as:
- key takeaways from Brodies’ latest YouGov survey;
- why 58% of individuals haven't spoken to their families about inheritance;
- common misconceptions about tax, gifting, and intestacy;
- how proactive planning protects both assets and family relationships;
- how upcoming inheritance tax changes will impact estate planning; and
- essential steps to start meaningful wealth transfer discussions.
Access the full survey report via brodies.com/wealthtransfer
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!