Hi, folks, and welcome to the Meaningful Money podcast Season 7, episode 9.

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.

Great to have you with me once again. Welcome to Meaningful Money. The last of our life stages

deals with the financial implications of the loss of a partner. Very often this event is the

sort of catalyst for beginning inheritance tax planning in earnest, but also if the partner

who's died had control of the finances, it can mark the

beginning of a pretty steep learning curve for the one left behind. So we're just going to be

looking at financial implications of losing a partner. After the main body of the show, I'll read out

a couple of reviews as usual, announce what we're going to be talking about next time.

But before all that, remember, as ever, this podcast is brought to you with the help of my friends at Seven Investment Management. They're a firm

investment managers based in London, and they specialize in multi-asset investing, which brings

institutional level investing techniques to ordinary people, just like you and me. Seven I am,

continue to put their name to the show. They've just agreed to

sponsor me for another year. That'll be their seventh year, I think, of helping me out here.

And they do that because they believe in what I'm doing, trying to get decent, easy to understand

financial information out to the world. Really, really grateful to them for their support.

Please do check out what they're up to, which is 7im.com.com. That's the number 7im.com.com. Go check them out and say thanks. Now, today, we need to talk about

the implications of the death of a partner. In the natural order of things, of course,

this should come late in life, but it's a sad fact of life that that's not always the case.

Losing your life partner is obviously a deeply traumatic event, but it can be worsened by financial

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