The Executor Trap: How Government Changes Put Your Family’s Inheritance in Jeopardy
WealthTalk hosts Christian Rodwell and Kevin Whelan unpack the recent changes to executor responsibilities around inheritance tax and pensions—and what they mean for families and estate planning. They highlight the government's shift in responsibility from financial institutions to individuals, raising important concerns for those who may lack financial knowledge. The discussion emphasises the need for greater financial literacy among executors and warns of the risks of defaulting to professional services without fully understanding the costs involved. A must-listen for anyone involved in estate planning or looking to protect their family’s legacy.