Road to Wealth #6 - Inheritance & Protecting Your Money

In the coming three decades, an estimated £5.5 trillion is projected to transition between generations as the baby boomer population diminishes. This remarkable event has been recognized as the largest wealth transfer ever witnessed in the history of the United Kingdom.In this episode, with Chartered Financial Adviser Lisa Conway-Hughes, we talk about vital strategies for navigating this complex and emotional process, covering topics such as protecting your financial future, maximising savings allowances, securing insurance, and safeguarding against scams. We also explore the personal dynamics of inheritance, including factors that influence distribution decisions, such as close relationships, financial needs, and caregiving responsibilities.SPONSORThank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/REPLAY WEBINARAre you wondering, "Should I work with a financial adviser? I recently had a fascinating conversation with Karen Barrett, the Founder and CEO of @Unbiased, and she shared valuable insights on what you can expect from a financial adviser and how they can add value to your financial journey.https://youtu.be/T1Bm_qGQvXcCONNECT WITH VESTPODIf you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe Or read on: https://www.vestpod.com/podcast Instagram: https://instagram.com/vestpod  DISCLAIMERWe are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances. Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Understanding money is the key to financial wealth, and that's precisely where we come in.In this Lovie Award-winning podcast, we every financial topic under the sun, from picking stocks and paying off debt to financial bubbles and alternative investments. It’s all jargon and judgement free, and you’ll come away from every episode with tools to multiply your money and make it work for you.Every other week we answer your questions, so if you want to ask us anything drop us a DM on any of our platforms!Hosted by former private equity analyst, author of You’re Not Broke, You’re Pre-Rich, and Vestpod founder, Emilie Bellet.To bring your brand to life in this podcast, email podcast(at)vestpod.com Hosted on Acast. See acast.com/privacy for more information.