Episode Summary
Why does Inheritance Tax spark so much anger… but so little action?
In this episode, Steve Rowe and Jess Schlupp-Taylor dive into the emotional and financial minefield of IHT. From the awkwardness of talking about death to the sibling squabbles over “fairness,” Jess unpacks the psychological sludge that keeps families stuck. Meanwhile, Steve brings the practical tools like gifting rules, trusts, “death boxes,” and IHT-proof insurance that can turn HMRC’s payday into your family’s plan.
Episode Highlights
- Why we procrastinate when the taxman never sleeps
- The emotional tug-of-war between control, generosity, and harmony
- Smart strategies to protect your wealth (and your loved ones)
- The real legacy question: die rich or live smart?
It’s part money talk, part therapy session served with wit, warmth, and a surprising dash of fun.
