Mon, 04 Dec 2023 17:00
Looking to leave a lasting legacy?
William Stevens, Peter Day, James Gordon, and Sarah Hollowell discussed the importance of starting estate planning at the right moment. Whether you're just beginning to accumulate assets or already have an established estate, early planning can help secure a tax-efficient legacy and protect assets for future generations. The webinar covered key topics such as optimal timing for estate planning, considering factors like retirement and major financial events, as well as the significance of open conversations about inheritance. Finally, we explored strategies for preserving wealth, including tax-efficient gifting, trusts, and essential estate planning tools like wills and powers of attorney.
William Stevens
Partner, Head of Financial Planning
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