Real Stories: Inheritance Tax Planning
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Today we’re going to look at some work that we’ve done for clients in the area of estate and inheritance tax planning, and draw some lessons that might be useful for you in the same area.
Show notes: https://meaningfulmoney.tv/RS5
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In this new season covering some big mistakes that any of us can make with our finances, we start with the mistake of listening to the wrong people. But how can we determine who the wrong people might be?
Show Notes: https://meaningfulmoney.tv/BM1
Published 05/29/24
Published 05/29/24
Today I am joined by repeat guest and financial planning legend, Chris Budd. He has a new book called the Four Cornerstones of Financial Wellbeing and it’s a very helpful read for anyone struggling to keep money in its place, or with the effects that money can have on our mental health.
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Published 04/10/24
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