EPISODE · Dec 1, 2023 · 37 MIN
Inheriting Tomorrow with Rish Sareen
from The Plannex Podcast · host Plannex
In this episode Amelia talks with Founder of Trustestate, Rish Sareen. Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring. Join our community: www.nextgenplanners.co.uk
What this episode covers
In this episode Amelia talks with Founder of Trustestate, Rish Sareen. Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring. Join our community: www.nextgenplanners.co.uk
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Inheriting Tomorrow with Rish Sareen
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