137: Series 8 Ep 7: The 9 Accelerators of Successful Retirement Planning - Estate Planning
Watch my conversation with Kathy on YouTube or listen on the podcast player below
This week we return to our series on the 9 Accelerators for a Successful Retirement – this is the 7th out of 9 episodes and we’re talking about estate planning.
Most people will probably think that this is solely to do with mitigating tax, but estate planning is a vast topic. In a nutshell, estate planning is about ensuring your Will and any expression of wishes are up to date, you have Powers of Attorney in place, and any trusts are still relevant or put in place if needed.
There is a lot to discuss in estate planning, so in this episode I discuss the main principles and what I believe you should consider when tackling your own estate planning.
Useful links
Previous episodes:
Episode 110: The 9 Accelerators of Successful Retirement Planning - Life Priorities
Episode 114: The 9 Accelerators of Successful retirement Planning – Lifetime Financial Forecasting
Episode 117: The 9 Accelerators of Successful Retirement Planning – Minimising Lifetime Tax
Episode 122: The 9 Accelerators of Successful Retirement Planning - Well-crafted Investment
Episode 128: The 9 Accelerators of Successful Retirement Planning - Asset Allocation
Episode 132: The 9 Accelerators of Successful Retirement Planning – Funding Care
Episode 130: Statutory Wills and what happens when you die intestate, with Holly Mieville – Hawkins
Lasting power of Attorney Forms
Episode 09: Everything you need to know about Lasting Power of Attorneys
Episode 02: Avoiding Inheritance Tax traps with Kurt Lee
Episode 18: Make sure your estate qualifies for the Residence Nil Rate Band, with Kurt Lee
Episode 83: Preparing your family to inherit by bridging generations, with Amy Castoro
Episode 59: Successful wealth transfer – avoiding shirtsleeves to shirtsleeves In three generations, with Lisa Snyder
Episode 129: Stress-free account closures after a loved one’s death, with Vicky Wilson of Settld
Get in touch if you’d like a second opinion on your retirement planning
Email at hello@retirementcafe.co.uk
Watch the episode on YouTube here.