137 The 9 Accelerators of Successful Retirement Planning - Estate Planning

This week we return to our series on the 9 Accelerators for a Successful Retirement – this is the 7th out of 9 episodes and we’re talking about estate planning. Most people will probably think that this is solely to do with mitigating tax, but estate planning is a vast topic, but in a nutshell, estate planning is about ensuring your Will and any expression of wishes are up to date, you have Powers of Attorney in place, and any trusts are still relevant or put in place if needed. There is a lot to discuss in estate planning, so in this episode I will aim to discuss the main principles and what I believe you consider when tackling your own estate planning.