• inheriting a share portfolio

  • Sep 8 2024
  • Length: 12 mins
  • Podcast

inheriting a share portfolio

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  • Summary

  • Linda and her siblings are taking over the management of their 100-year-old mother's 32-year-old share portfolio, but they are facing challenges due to complexities and incomplete data spread across different brokers and platforms. Glen and financial planner Martin McGrath offer their insights on the steps to take when inheriting a share portfolio, and they provide some example scenarios.


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Economics Social Sciences
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