From distributing assets to planning for the unexpected, taking care of your estate is a vital part of responsible financial planning. Your estate is not just a financial asset, it’s a legacy that you leave behind for your loved ones.
Proper estate management ensures that your wishes are fulfilled, and your assets are distributed in the most effective way possible.
In Episode 9 of our podcast, we spoke with Niamh De Burca, founder & CEO of SproutPlans, to discuss the importance of Estate Management and guide us through the process.
We cover ?
✔️ How to structure your estate
✔️ The Succession Act 1965 & how it works
✔️ Inheritance Tax & Capital Acquisitions Tax
✔️ Creating, managing & updating a Will
✔️ The role of Trustees, Executors & Guardians
✔️ Debt and asset management in the event of death
✔️ Joint Tenancy vs Tenant in Common
Listen now on Google Play, Spotify or via the link
Enjoyed the episode? ?
Well, we have MUCH more in store! New episodes will be released every two weeks.
Huge thank you to our sponsors, The Community Foundation of Ireland and the Bank of Ireland Begin Together Fund.