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Simplify Your Legacy

The Meaningful Money Personal Finance Podcast

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How to Leave a Legacy

A question from a listener who wishes to remain anonymous. Please cover deprivation of assets in the inheritance episode your wishes are command My parents have a seven figure sum in 68 accounts including different cash ices bombs and national savings certificates across eight institutions Only one nominal share held for sentimental reasons They've got pensions and annuities that cover the cost of living, but since covid hardly go out they don't want to think about it. We always say there's four approaches you can take to inheritance tax planning and give them any way Fine they say they don't really want to do that they can spend it. Well, that's gonna be expensive. You should become business property relief But those downsides

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