Welcome to 2023. Hope you and your families had an enjoyable & refreshing Festive season break.
As we begin of the year, our third and final Estate & Succession Planning topic concentrates on future planning and charitable giving.
As you may recall, we previously launched the first part in our commentary on Succession Planning and the importance of establishing the right strategies, which accurately reflect your wishes.
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Topics: financial plan, wealth plan, Succession, Retirement, Exit Strategy, small business CGT concession
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
