I vote and welcome to the Meaningful Money Podcast.

This is season 17, episode 10.

This is the podcast dedicated to helping you put your finances in order.

My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future.

I'm here to help you make sense of money.

Here we go.

Here we go once again great to have you with me. Thank you so much for joining me. Now last week we covered the basics of legacy planning including a pretty high-level overview of how

wills work, inheritance tax and stuff like that. But the main point of it was that

estate planning, legacy planning, starts with you and whatever you want to happen.

Only once we've established that can we then talk about how to navigate the system and to make

it happen and that's what we're gonna try and cover today.

So after the main body of the show as usual, I'll read a couple of reviews that have been left

and announce what we're going to be talking about next week, but before any of that.

As ever, this podcast continues to be brought to you with the help of my friends at 7 Investment Management.

They've been helping me out here on Meaningful Money for Donkeys' years now, coming up 10 years next

spring. How amazing is that? So I'm super grateful to them for doing that.

Please check out what they're up to.

There are 7.0.k.k. That's the number 7.I.M.

dot UK.

This podcast is also brought to you by Meaningful Academy, which is the best place to learn how to take control of your finances, whether you're just starting out or whether you're a serious wealth builder.

Everything you need to know about that is at Meaningful Academy.com. Okay so last week we wrote

down some thoughts about what we wanted to happen with our wealth both before and

...