Ep 145 - Leaving an inheritance

Leaving an inheritance can be a complicated and sensitive area of financial planning. It’s an emotive topic which requires careful navigation and planning, but it’s a conversation worth starting sooner rather than later. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.