Securing Wealth for Future Generations

Join our experts in estate planning and intergenerational wealth, as they uncover ways to strategically manage a financial plan to maximise the amount gained by beneficiaries, during this online event.

They will outline the importance of considering all assets when designing a robust financial plan, including cash and investments, residential and investment property, and private businesses.

This session will look into preserving wealth for future generations, will demonstrate how to effectively use a Will and where it might be appropriate to incorporate a trust into a financial plan for transferring wealth.

A valuable insight into our current financial landscape as we fast approach the end of another tax year. This session will support with succession and estate planning, providing some practical insights for you to discuss with your clients and prospects.