The cost of avoiding the inheritance conversation
Looking beyond tax to what really matters
What happens to your money after you’re gone? It is a question over half of us avoid, yet Inheritance Tax (IHT) and estate planning are about far more than just "death and taxes". They are about life, family, and creating a lasting legacy. In this episode of The Power of Good Advice, host Katie Derham sits down with Mark Wilkins and Will Matthewman from Evelyn Partners to debunk the myths surrounding inheritance.
From understanding the "seven-year rule" on gifting to the vital role of cashflow modelling, our experts explain how starting the conversation early can prevent family disputes and provide total peace of mind. Whether you want to help your children onto the property ladder today or ensure you have enough for your own long-term care, this guide to wealth management shows you how to build a flexible financial roadmap that puts your family first.
Learn why "giving your time back" is the ultimate goal of financial planning and how to protect your hard-earned wealth so you can enjoy seeing the impact it makes on the people who matter most.
