Talking about your finances, future plans, and the legacy you hope to leave your adult children and loved ones can be challenging.
You may not be sure about how to start the conversation – you want to get it right and avoid any misunderstandings. You might simply be putting it off, or perhaps things have changed and you need to revisit the conversation. New guide – Let’s talk money
If this sounds familiar, you might find our new short guide helpful. It contains practical advice on how to start talking about money with your family, including:
How to break the ice and get the conversation started
- Short-term plans – make the most of gifting whilst reducing any potential inheritance tax
- Talking about the longer term, including inheritance, wills, power of attorney and protection plans
- Discussing roles, responsibilities and practicalities
Click here to read it now: Lets Talk Money Guide
Start the conversation today As children and grandchildren head back to school and university, it’s a great time to think about your future plans and what you’d like to gift or pass on. You may wish to share this guide with parents, children and loved ones as a first step.
If you’d like help to prepare for a conversation with your family – I’m happy to assist. And if you have any questions or there’s something you’d like to learn more about, such as gifting strategies, estate planning, protection, or inheritance plans, please get in touch – I’ll always do my best to help.
Refer someone you care about If financial advice has given you peace of mind about your future, why not tell a friend or family member about the difference it can make? Hearing about the benefits from someone they trust could provide the encouragement they need. Talking about money doesn’t have to be taboo – the more we open up, the better it can be.