The Wallet27 Heinä 2023

Road to Wealth #6 - Inheritance & Protecting Your Money

In the coming three decades, an estimated £5.5 trillion is projected to transition between generations as the baby boomer population diminishes. This remarkable event has been recognized as the largest wealth transfer ever witnessed in the history of the United Kingdom.

In this episode, with Chartered Financial Adviser Lisa Conway-Hughes, we talk about vital strategies for navigating this complex and emotional process, covering topics such as protecting your financial future, maximising savings allowances, securing insurance, and safeguarding against scams. We also explore the personal dynamics of inheritance, including factors that influence distribution decisions, such as close relationships, financial needs, and caregiving responsibilities.

SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/

REPLAY WEBINAR

Are you wondering, "Should I work with a financial adviser? I recently had a fascinating conversation with Karen Barrett, the Founder and CEO of @Unbiased, and she shared valuable insights on what you can expect from a financial adviser and how they can add value to your financial journey.

https://youtu.be/T1Bm_qGQvXc

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DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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