S7E9: Life Stages - Losing A Partner

The Meaningful Money Personal Finance Podcast - A podcast by Pete Matthew - Wednesdays

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The last of our life stages deals with the financial implications of the loss of a partner. Very often, this event is the catalyst for beginning inheritance tax planning in earnest, but also, if the partner who has died had control of the finances, it can mark the beginning of a steep learning curve for the one left behind.