Succession Planning: Securing your Intergenerational Wealth Transfer for the Future

Posted by James Cavanough on 25-Nov-2021 14:19:11

Across a three-part series, we’ll discuss the importance of inter-generational wealth transfer, how this is established, and how commencing the process early can ease the burden in the future – ensuring your wealth legacy remains in-tact and effectively managed.

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Topics: financial plan, wealth plan, Succession, Intergenerational Wealth