Episode 7 - Pensions in estate planning
Released Tuesday, 9th November 2021
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Episode 7 - Pensions in estate planning
Episode 7 - Pensions in estate planning
Tuesday, 9th November 2021
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More than ever before many understand that if they want a comfortable retirement they need to make their own provisions. We often see pension funds more valuable than the family home! In this episode we talk to Jessica List, head of technical at the leading pension provider Curtis Banks to see how pensions play a major role in passing on family wealth and estate planning generally.
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Self Invested Personal Pension (SIPP) - what we as advisors need to take into account
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Over the next 10 years, in the UK, an average of over £82,000,000 of family wealth will be transferred every single day. What is not so readily understood, is what could happen to reduce or completely dilute this wealth transfer. “You can’t assume that if your parents are wealthy it’s all coming to you” If you're transferring wealth or expecting to receive it, this series of podcasts should interest you. Join Peter and Nicola each week as they discuss the ins and outs of future wealth planning with guests from their professional associates who discuss the best way to manage this wealth transfer process.Join Podchaser to...
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