Intergenerational wealth: how to make your plans more effective and maximise their impact
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- Опубліковано 6 лют 2025
- Join our exclusive webinar with our experts exploring strategies for managing intergenerational wealth. In light of recent budget changes, traditional methods of wealth transfer may no longer be the most efficient. With the great wealth transfer underway and the baby boomer generation retiring earlier than anticipated, how can you adapt your planning for maximum benefit?
In this session we will cover:
What the changes to inheritance tax mean for transferring your wealth
How to revise your plans to protect your assets
How to consider your options in the context of your current situation
Financial planning tools for planning accurately