PLAY PODCASTS
The 4 Essentials When Receiving an Early Inheritance

The 4 Essentials When Receiving an Early Inheritance

Financial Autonomy · Paul Benson

February 11, 20257m 12s

Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

With an awareness of the challenges of high house prices and resultant large mortgages, intergenerational wealth transfers - in the form of early inheritances - are happening more and more. So if you find yourself in the fortunate position of receiving an early inhertance, what are the smart moves to put you and your family on the path to financial security, and appropriately honour the hard work that went into the generation of the wealth?

Subscribe to our weekly GainingCHOICE email

General Advice Disclaimer