Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Later Life Planning

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by Citywealth

5 episodes

Updated Daily

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Podcast Overview

Citywealth is pleased to present the Later Life Planning, brought to you by the publishers of the Leaders List, a user-rating directory of private wealth professionals. The series will cover four topics: why you need a will, what advance decisions are, financial help for dementia sufferers and the benefits of a trust. We’ll be bringing together the leading private wealth professionals in these fields to share their experience and wisdom. So subscribe now to be the first to listen to the episodes when the series launches in September. Find out more about the advisors on www.leaderslist.co.uk

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Publishing Since

8/15/2021

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Recent Episodes

October 26, 2021

Later Life Planning Episode 4 – The benefits of a trust

Episode 4 – The benefits of a trust with Elliot Goodman, Clermont Trust In the final episode of this series, Citywealth and Leaders List editor Karen Jones speaks to Elliot Goodman, managing director at the Clermont Trust. A professional trustee, Elliot is well placed to talk through the benefits of having a trust and how you go about selecting a trustee. Find out more about the advisors on <a href="http://www.leaderslist.co.uk/" target="_blank" title="http://www.leaderslist.co.uk">www.leaderslist.co.uk</a>

October 19, 2021

Later Life Planning Episode 3 – Advance decisions

Episode 3 – Advance decisions with Justin Patten, Human Law Legal Practice Justin Patten, author of The Practical Guide to Elderly Law, is back to speak with Citywealth and Leaders List editor Karen Jones on advance decisions – also known as a living will – which is a legally binding way to tell people about specific medical treatments you don’t want to receive in the future if you are unable to communicate this in the future. Find out more about the advisors on <a href="http://www.leaderslist.co.uk/" target="_blank" title="http://www.leaderslist.co.uk">www.leaderslist.co.uk</a>

October 5, 2021

Later Life Planning Episode 2 - Financial help available for dementia sufferers

Episode 2 – Financial help for dementia sufferers with Yogi Dewan, Hassium Asset Management Citywealth and Leaders List editor Karen Jones speaks to Yogi Dewan, CEO and founder of Hassium Asset Management to find out how the investment management industry can assist dementia sufferers. Yogi explains the need for a financial power of attorney, and how the broader family and trusted advisors need to take a key role. Find out more about the advisors on <a href="http://www.leaderslist.co.uk/" target="_blank" title="http://www.leaderslist.co.uk">www.leaderslist.co.uk</a>

5 total episodes available

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Frequently asked questions

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What is Later Life Planning?: Citywealth is pleased to present the Later Life Planning, brought to you by the publishers of the Leaders List, a user-rating directory of private wealth professionals. The series will cover four topics: why you need a will, what advance decisions are, financial help for dementia sufferers and the benefits of a trust. We’ll be bringing together the leading private wealth professionals in these fields to share their experience and wisdom.

So subscribe now to be the first to listen to the episodes when the series launches in September.

Find out more about the advisors on www.leaderslist.co.uk
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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