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.We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here. Hosted on Acast. See acast.com/privacy for more information.

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