{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"178 Tax Planning and Your Retirement, with Kurt Lee","description":"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 Caf\u00e9 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&amp;nbsp; -Dealing with HMRC.&amp;nbsp; 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\u2019ll even hear how to create a \u2018Dying Tidily\u2019 log! USEFUL LINKS Get in contact with Kurt: https:\/\/www.lesteraldridge.com\/our-people\/kurt-lee-partner\/&amp;nbsp; Kurt\u2019s 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:&amp;nbsp;https:\/\/www.theretirementcafe.co.uk\/episodes\/residence-nil-rate-band&amp;nbsp; Search the Land Registry: https:\/\/landregistry.uk\/title-documents&amp;nbsp; CONNECT WITH ME Thanks for checking out my YouTube channel - I\u2019m Chartered and Certified Financial Planner Justin King and I help people to retire successfully. \ud83d\udcd8 Download my book, Ready, Steady, Retire:&amp;nbsp; https:\/\/wb198-89a1ad.pages.infusionsoft.net\/&amp;nbsp; https:\/\/www.theretirementcafe.co.uk\/&amp;nbsp; \ud83d\udc49 Get my weekly newsletter: https:\/\/bit.ly\/MFPnews \ud83d\udc49 MFP Wealth Management: https:\/\/www.mfpwealthmanagement.co.uk\/ \ud83d\udc49 LinkedIn: https:\/\/www.linkedin.com\/in\/justinking-online-retirement-planner-ifa\/  \ud83d\udc49 Twitter: https:\/\/twitter.com\/JustinKingCFP&amp;nbsp; \u26a0\ufe0f 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!&amp;nbsp; ","author_name":"The Retirement Caf\u00e9 Podcast","author_url":"http:\/\/retirementcafe.libsyn.com\/website","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/27187101\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/582d40\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/27187101"}