Financial Illumination

What is the "Great Wealth Transfer" and what does it mean for Estate Planning?


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Welcome to the Financial Illumination podcast, brought to you by Lumin Wealth.

Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Consultant Ben Mitson to discuss the "Great Wealth Transfer" and the implications for Inheritance Tax Planning

Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk

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Financial IlluminationBy luminwealth