About this Episode

Do you know your HIN or SRN? Most people don't - and that's exactly the problem when a share portfolio has to be found and administered after someone dies. Danielle welcomes David Taylor back for a wide-ranging conversation about shares, property and the practical realities of estate planning for investors. Danielle opens with what she sees in practice: portfolios that take months to untangle. David agrees it can be hard - but counters that it can also be remarkably easy, if a few simple things are in place from the start. The conversation then turns to property, and David flips the questions back on Danielle about how property is handled in estates with several beneficiaries.

In this conversation:

• What HINs and SRNs are, and why your family needs to know yours
• Why the world’s biggest “investment platform” might be a spreadsheet – and the risk in that
• The myth of ongoing broker account fees, and why a simple account makes administration smoother
• Real stories of reconstructing shareholdings from filing cabinets
• Why more beneficiaries are choosing to keep inherited property rather than sell
• The rise in estate disputes as asset values climb – and why thorough planning is the best protection

Guest: David Taylor, Private Client Adviser, Morgans
Host: Danielle Little, Founder and Principal
Running time: 14 minutes, 13 seconds