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Do More With Your Money

Securing your family's financial future | Do More With Your Money #208

February 27, 2024 True Potential
Securing your family's financial future | Do More With Your Money #208
Do More With Your Money
Chapters
0:00
Introduction
1:17
The importance of making a will
2:12
What happens if you don't have a will?
3:24
Why should you keep your will updated?
4:15
What age should you write a will?
5:05
What happens to your assets if you are not married?
6:52
What is probate and how do you attain it?
8:28
The different rules behind ISAs, GIAs & Pensions when it comes to your estate
10:10
How does probate work from an Inheritance Tax perspective?
11:08
Panning for inheritance tax
14:59
How you will, inheritance and probate are all interlinked
16:30
Being prepared to take care of your family
18:10
The importance of keeping a record of your assets
19:56
Our expert panel's top tips
More Info
Do More With Your Money
Securing your family's financial future | Do More With Your Money #208
Feb 27, 2024
True Potential

When it comes to passing down your investments, possessions and estate, how can you make sure your wishes are followed? Our financial advice experts tackle the often complicated world of post-bereavement finances, diving into the different rules and regulations behind inheritance, wills and probate whilst providing insightful tips on ensuring your assets go where you'd like them to. 


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Show Notes Chapter Markers

When it comes to passing down your investments, possessions and estate, how can you make sure your wishes are followed? Our financial advice experts tackle the often complicated world of post-bereavement finances, diving into the different rules and regulations behind inheritance, wills and probate whilst providing insightful tips on ensuring your assets go where you'd like them to. 


0:00
Introduction
1:17
The importance of making a will
2:12
What happens if you don't have a will?
3:24
Why should you keep your will updated?
4:15
What age should you write a will?
5:05
What happens to your assets if you are not married?
6:52
What is probate and how do you attain it?
8:28
The different rules behind ISAs, GIAs & Pensions when it comes to your estate
10:10
How does probate work from an Inheritance Tax perspective?
11:08
Panning for inheritance tax
14:59
How you will, inheritance and probate are all interlinked
16:30
Being prepared to take care of your family
18:10
The importance of keeping a record of your assets
19:56
Our expert panel's top tips