22 min
Inheritance with Ann-Marie Atkins, award-winning Financial Planner and Managing Partner at Evelyn Partners, and Anna Clare Harper The Return: Property & Investment Podcast
-
- Investing
Inheritance can be an awkward topic. No surprise, since it involves both death and taxes. As a result, many of us fail to plan for the people we love. Worse still, good people can turn bad when it comes to money.
Ann-Marie Atkins, award-winning Financial Planner and Managing Partner at Evelyn Partners, joined me on the pod to talk about passing on, or indeed inheriting wealth smoothly.
We covered:
Common mistakes
Advice on planning for the inevitable
Trusts, taxes and marriage
Resources:
https://www.evelyn.com
https://www.linkedin.com/in/annmariebanks/
Annaclareharper.com
https://www.linkedin.com/in/annaclareharper/
Inheritance can be an awkward topic. No surprise, since it involves both death and taxes. As a result, many of us fail to plan for the people we love. Worse still, good people can turn bad when it comes to money.
Ann-Marie Atkins, award-winning Financial Planner and Managing Partner at Evelyn Partners, joined me on the pod to talk about passing on, or indeed inheriting wealth smoothly.
We covered:
Common mistakes
Advice on planning for the inevitable
Trusts, taxes and marriage
Resources:
https://www.evelyn.com
https://www.linkedin.com/in/annmariebanks/
Annaclareharper.com
https://www.linkedin.com/in/annaclareharper/
22 min