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145- Record Keeping & Inheritance Tax Planning (Don't Make This Same Mistake)
In this episode, Benjamin outlines why record-keeping when it comes to your inheritance tax planning, is as important as the planning itself.
Yet, so few of us are keeping necessary detailed records, accounting for the information that your executors will need on your passing.
Nailing this stuff down now will give you the peace of mind to know your IHT planning is effective and will provide your loved ones and executors with a huge freebie in the future.
Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake.
Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!
Take my 5 minute retirement assessment (can you already afford to retire?) 🚀
Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.
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By Benjamin MitchellIn this episode, Benjamin outlines why record-keeping when it comes to your inheritance tax planning, is as important as the planning itself.
Yet, so few of us are keeping necessary detailed records, accounting for the information that your executors will need on your passing.
Nailing this stuff down now will give you the peace of mind to know your IHT planning is effective and will provide your loved ones and executors with a huge freebie in the future.
Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake.
Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!
Take my 5 minute retirement assessment (can you already afford to retire?) 🚀
Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.