Financial planning

NEGLECTED HEIRS: WIDOWS WHO TAKE OVER THE FAMILY FINANCES

When Jane’s husband died in a climbing accident in the Alps, she faced not only shock and grief but a daunting pile of paperwork.

“It’s hard . . . having been married 43 years then all of a sudden your partner is not there any more and the world is on your shoulders,” says Jane, 72, who lives in Scotland.

In the midst of grief, she found it particularly difficult to sift through the couple’s financial records and make decisions about how to manage assets that were now solely in her charge.

Mattioli Woods' Wealth Management Director, Julie Sebastianelli, provides her thoughts on widows who take over the family finances in this latest Financial Times article.

Read the full article here - Subscription required.

Julie Sebastianelli
Wealth Management Director
3 May 2022
5 minutes
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