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Podcast Episode

How Genealogy Can Help Protect and Transfer Your Wealth with Kirsty Gray

WealthTalk - money, wealth and personal finance.·Kevin Whelan and Christian Rodwell·11 September 2026·31 min

About this episode

1. From Family History to Family Wise LtdHow Kirsty's interest in genealogy began through her grandparents, old family letters, photographs and her own family history.How a lifelong passion for genealogy developed into Family Wise Ltd, now working with people and cases around the world.2. How Technology Has Changed GenealogyHow online records have made researching family history much more accessible compared with travelling to archives and searching through physical records.Why online family trees can contain inaccuracies and why complicated family connections, name changes and historical records can require specialist knowledge.3. The Role of DNA in Finding Family ConnectionsHow Y DNA and other forms of DNA testing can help establish family relationships and investigate previously unknown connections.How Kirsty has used DNA to help prove inheritance cases and identify family members who were previously unknown.4. Genealogy and InheritanceHow Family Wise Ltd helps solicitors identify beneficiaries when wills contain outdated information or unclear references to individuals.How genealogy can be used to establish who may be entitled to an estate when someone dies without leaving a will.5. Finding People and Solving Family MysteriesHow Kirsty and her team help find missing relatives, people from the past and individuals who may have become difficult to trace.Some of the unusual cases Kirsty has worked on, including finding a former teacher and attempting to track down a Latin dictionary that had been lent to someone decades earlier.6. The Connection Between Family History and WealthWhy understanding your family tree can be an important part of thinking about who your wealth should ultimately pass to.Kevin and Kirsty discuss the wider importance of planning for the transfer of wealth and making sure the right people can be identified when the time comes.Resources:Family Wise Ltd – Family History, People Finding & DNA ServicesContact Family Wise LtdWealthBuilders - Build, protect and transfer your wealthWealthBuilders Membership: Free access to guides, webinars, and communityConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!