Great Wealth

Great Wealth Transfer
Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation

If you want to pass wealth on to your children and grandchildren, it’s wise to contemplate when it might be best to make that gift. Should you transfer wealth during your lifetime — or after?

Four important considerations that should be a part of any family wealth transfer plan: Your age; Age of Beneficiaries; Value of Estate; Types of Assets; Adhering to the family’s values and vision

Taking all of these factors into account will help you decide when the best time is for you to transfer wealth to your family, but it’s important to discuss wealth transfer with them sooner rather than later to maximise your options.

How to use

Ideal to generate retirement planning business opportunities: Upload to your website; use content on your blog, email to clients and prospective clients, use on your social media channels. If you have previously ordered we’ll use your approved personalisation artwork, our Client Services Team will contact you to provide a high resolution artwork file (300 dpi or higher).

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