MMP094: Planning Across Generations
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 28 January 2015
⏱️ 38 minutes
🧾️ Download transcript
Summary
This week, we’re going to be talking about planning across generations. Most people who have children and grandchildren want to be able to leave them something when they die. Many people are often wary of Inheritance Tax, which thanks to rising house prices now catches more people than ever. How can you effectively pass money down to those you love in an efficient a manner as possible? Stay tuned for more on this…
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number 94. |
| 0:04.6 | Now this ranch has been in my family for five generations. |
| 0:13.6 | This is the podcast dedicated to helping you put your finances in order. |
| 0:19.2 | 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 finances in order. My name is Pete Matthew and I'm going to share with you |
| 0:21.1 | everything you need to know and everything you need to do to secure your financial future. |
| 0:26.2 | I'm here to help you make sense of money. |
| 0:37.1 | Here we are. It's session number 94 and we're going to be talking today about planning across |
| 0:42.5 | generations. Most people who have children and grandchildren want to be able to leave them something |
| 0:48.5 | when they die. Many people are wary of inheritance tax, and thanks to rising house prices that catches more people |
| 0:55.2 | than ever but how can you effectively pass money down to those who you love in an efficient |
| 1:01.3 | a manner as possible stay tuned that's what we're going to be talking about today as usual after |
| 1:05.5 | the main body of the show i'll look at the most recent reviews which have been left i'll announce |
| 1:09.2 | the next session topic so stay tuned for that as well. |
| 1:11.9 | And my weekly beg, if I may, if this show is of any use to you, if it helps you at all, |
| 1:16.8 | please do consider leaving me a review on iTunes. |
| 1:19.3 | Just go to meaningfulmoney.tv slash iTunes to do that. |
| 1:22.9 | Massively helps me out because it keeps me near the top of the rankings and nice and visible. So thank you to the 140 odd of you who have done that already. |
| 1:29.5 | If you haven't and you've been thinking about doing it, please do so now. |
| 1:32.7 | Meaningfulmoney.tv slash iTunes. |
| 1:35.1 | Click the button to open up the iTunes software and go from there. |
| 1:38.0 | Go to ratings and reviews and leave a review. |
| 1:40.6 | That would help me massively. |
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