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The Meaningful Money Personal Finance Podcast

Real Stories: Inheritance Tax Planning

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 22 November 2023

⏱️ 50 minutes

🧾️ Download transcript

Summary

Today we’re going to look at some work that we’ve done for clients in the area of estate and inheritance tax planning, and draw some lessons that might be useful for you in the same area.

Show notes: https://meaningfulmoney.tv/RS5

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks and welcome to the Meaningful Money Podcast this is season 26 episode 5.

0:18.0

Yes here we are once again back to tickle your ears with more financial goodness. This is just the nonsense we come up with.

0:22.0

Are you ticklish, Roach?

0:23.2

Certain parts of me are, but I'm pleased to say

0:25.5

there are very few people that know exactly which parts they are.

0:28.2

I'd just like to stay with the record that I don't.

0:30.2

So that's me.

0:32.4

My daughters wouldn't believe you.

0:34.0

No, probably not.

0:36.0

But today, on a more serious note, we're going to look at some work that we've done for clients in the area of estate and inheritance tax planning.

0:42.0

Yeah, some really fascinating cases that we've... area of a state and inheritance tax planning.

0:42.6

Yeah, some really fascinating cases that we've dealt with over the years and hopefully

0:46.4

some lessons to draw from them as usual.

0:48.6

And as always after the main body will read a review.

0:50.6

It's been left by a listener and answer one of your questions.

0:53.2

Yeah, and remember notes and links for everything that we talk about today there at the

0:56.6

show notes. It's the only link you need to remember. So if you're out and about listening to

0:59.9

this and you've just got nowhere to write it down, All you need to remember is this, Meaningful

1:03.7

money. TV slash RS5 for Real Stories, episode 5.

1:09.3

Right, let's get started and tell some stories.

1:12.2

So you first. get started and tell some stories.

1:18.0

So you first, me first, okay, trying to avoid saying the names. Yeah, this is one of my clients, a single older lady and no children children so when it comes to the planning

...

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