178 Tax Planning and Your Retirement, with Kurt Lee

The Retirement Café Podcast

This is an information-packed episode!

Kurt is a Partner at Lester Aldridge solicitors based in their Bournemouth office and heads up the Tax, Trusts, Wills and Probate team. Kurt was my first ever podcast guest at the Retirement Café back in 2018 and this is his third appearance. Today we are exploring tax and estate planning and how you can plan ahead in your retirement.

In our conversation we chat about the challenge presented by delays at various Government departments and the steps you can take:

-Registering Lasting Powrs of Attorney with the Office of the Public Guardian

-Applications to the Court of Protection

-Managing with delays to Probate

-Dealing with HMRC.

We also explore Inheritance Tax Planning, the difference between owning your property in joint tenancy or as tenants in common, and how to protect yourself from unscrupulous estate planning companies. You’ll even hear how to create a ‘Dying Tidily’ log!

USEFUL LINKS

Get in contact with Kurt: https://www.lesteraldridge.com/our-people/kurt-lee-partner/

Kurt’s previous episodes on the podcast:

002 Avoiding Inheritance Tax traps: https://www.theretirementcafe.co.uk/episodes/kurt-lee

018 Make sure your estate qualifies for the Residence Nil Rate Band: https://www.theretirementcafe.co.uk/episodes/residence-nil-rate-band

Search the Land Registry: https://landregistry.uk/title-documents

CONNECT WITH ME

Thanks for checking out my YouTube channel - I’m Chartered and Certified Financial Planner Justin King and I help people to retire successfully.

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⚠️ This podcast is for information and entertainment only. Nothing on this podcast constitutes financial advice. Please do not make any decisions based on the contents of my podcasts; seek professional independent financial advice first!