Adviser 3.0: The Podcast

Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning


Listen Later

In this episode, Abraham Okusanya talks with Matthew Hutton, author of Your Last Gift, about the importance of planning for death. Matthew shares his personal journey and discusses the practical steps—like creating wills and letters of wishes—that can help ease the burden on loved ones. They also explore the role financial advisers play in guiding these sensitive conversations.


Key Takeaways:

  • Planning for death is a gift to loved ones.
  • Your Last Gift simplifies end-of-life planning.
  • Wills, checklists, and trusts ensure assets are managed and protected.
  • Financial advisers are crucial in these discussions.

  • Find out more about the podcast here.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Adviser 3.0: The PodcastBy Abraham Okusanya


    More shows like Adviser 3.0: The Podcast

    View all
    Money Box by BBC Radio 4

    Money Box

    43 Listeners

    The Martin Lewis Podcast by BBC Radio 5 Live

    The Martin Lewis Podcast

    68 Listeners

    The Meaningful Money Personal Finance Podcast by Pete Matthew

    The Meaningful Money Personal Finance Podcast

    94 Listeners

    The Property Podcast by Rob Bence and Rob Dix from The Property Hub

    The Property Podcast

    75 Listeners

    The Money To The Masses Podcast by Damien Fahy

    The Money To The Masses Podcast

    18 Listeners

    This is Money Podcast by This is Money

    This is Money Podcast

    43 Listeners

    NextGen Planners by NextGen Planners

    NextGen Planners

    4 Listeners

    The Advice Show by Citywire

    The Advice Show

    0 Listeners

    Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

    Kitces and Carl - Real Talk for Real Financial Advisors

    232 Listeners

    The High Performance Podcast by High Performance

    The High Performance Podcast

    692 Listeners

    Bulletproof Entrepreneur by Alan Smith

    Bulletproof Entrepreneur

    0 Listeners

    TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

    TRAP: The Real Adviser Podcast

    4 Listeners

    Merryn Talks Money by Bloomberg

    Merryn Talks Money

    54 Listeners

    The Morgan Housel Podcast by Morgan Housel

    The Morgan Housel Podcast

    949 Listeners

    The Sports Agents by Global

    The Sports Agents

    22 Listeners