Inheritance with Ann-Marie Atkins, award-winning Financial Planner and Managing Partner at Evelyn Partners, and Anna Clare Harper
Send us a text 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 marriag...