Juggling Mind and Money
Welcome to the Juggling Mind and Money Podcast with Steve Rowe and Jessica Schlupp-Taylor.
Steve Rowe is the founder of Lucent Financial Planning and an award-winning independent financial planner. He helps you to use your money and have a great life.
Jess Schlupp-Taylor is a psychologist supporting people through change, challenges and forks in the road of life.
Together they will help you unblock the sludge in your mind, stopping you from achieving financial and psychological happiness.
Juggling Mind and Money
Ep.15 - Planning for Inheritance Tax: What Every Family Should Know
Inheritance Tax affects more families than ever — yet too many leave it to chance.
In this episode, we explore the key tools for effective estate planning, including gifting, trusts, and life cover.
Whether you want to support your children, give to charity, or simply keep more of your wealth in the family, this is a conversation worth having.
