The Meaningful Money Personal Finance Podcast cover image

Big Ideas - Simplicity

The Meaningful Money Personal Finance Podcast

CHAPTER

Inheritance Tax Planning and Equity Release

Mark seeks Pete and Roger's views on using equity release to minimize inheritance tax exposure. They discuss the topic of inheritance tax (IHT) and the importance of long-term planning, exploring options such as investing the money instead of paying off the mortgage. They also discuss factors to consider when making long-term financial decisions and the option of a whole-of-life policy for managing inheritance tax liability.

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