Most people hope to leave something behind.
For some, that’s financial security. For others, it’s opportunity. For many, it’s simply knowing the people they love will be looked after.
But is leaving an inheritance the same as leaving a legacy?
In this episode of Life Beyond the Numbers, Scott Stevens is joined by George Houston and Lee Jeavons, two highly experienced financial planning professionals whose combined careers have helped hundreds of families navigate some of life’s biggest financial decisions.
George brings more than 14 years of experience at Mattioli Woods, having held senior technical, development and compliance leadership roles across the business. Lee is a Business Partner at Jeavons & Partners and has spent many years helping clients build financial plans that create greater certainty for themselves and the generations that follow.
Together, they explore why estate planning is about far more than reducing inheritance tax. It’s about helping families create clarity, maintain control and leave a lasting legacy.
The conversation covers why inheritance tax is becoming an issue for more families than ever before, the changes on the horizon and the practical steps people can take to preserve more of what they’ve worked so hard to build.
They also discuss the bigger questions every family should be asking. When is the right time to talk about money? How do you prepare the next generation? What role do wills, lasting powers of attorney and expressions of wishes play? And how can thoughtful planning help avoid uncertainty for the people you care about most?
Whether you’re beginning to think about your own estate, supporting ageing parents or simply want to ensure your family’s future is protected, this episode offers practical guidance, reassurance and a fresh perspective on what good planning really achieves.
Because an inheritance is measured in pounds.
A legacy is measured in lives.
