Family Office Stories | Episode 14

Generational wealth planning structures

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  • Podcast
  • May 15, 2024

Generational wealth planning structures: The use of unit-linked life insurance

In this episode of our Family Office Podcast, we speak with Chris Edward, a UK-regulated advisor and Sales Director for Lombard International Assurance, who has been dealing with UK resident clients for nearly 25 years in the wealth planning space. His expertise are primarily focused on trust and insurance based planning solutions.

After years of speculation, wide-sweeping changes to the taxation of foreigners coming to the UK are planned and likely to come into force in the next year, so in this episode, Chris shares his perspectives and valuable insights on what this might mean for families based in, or with a connection to the UK.

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Lisa Cornwell

Partner, Private Clients & Family Offices - International, PwC Switzerland

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Partner, Leader Private Clients & Family Offices, Zürich, PwC Switzerland

+41 58 792 42 93

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