137 The 9 Accelerators of Successful Retirement Planning - Estate Planning

This week we return to our series on the 9 Accelerators for a Successful Retirement – this is the 7th out of 9 episodes and we’re talking about estate planning. Most people will probably think that this is solely to do with mitigating tax, but estate planning is a vast topic, but in a nutshell, estate planning is about ensuring your Will and any expression of wishes are up to date, you have Powers of Attorney in place, and any trusts are still relevant or put in place if needed. There is a lot to discuss in estate planning, so in this episode I will aim to discuss the main principles and what I believe you consider when tackling your own estate planning.

Om Podcasten

The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any comments or questions or get in touch on Twitter @JustinKingCFP.