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Mon, 04 Dec 2023 17:00

Demystifying Estate Planning How to successfully transfer intergenerational wealth

Hosted by Head of Financial Planning Will Stevens, with speakers Head of Wealth Planning Shaun Robson, Tax and Trustee Services Director Sarah Hollowell and Senior Wealth Planner Arica Gourlay.

 

Will Stevens

William Stevens

Partner, Head of Financial Planning

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