Preserving Wealth

What is Intergenerational Wealth Transfer?

2024-07-09T10:03:14+01:00Estate Planning, Wealth Management|

Intergenerational wealth transfer is essentially about transferring wealth from one generation to the next. This can be done through a variety of means, including inheritance, gifting money or property, trusts and investing in life insurance, each with their advantages and disadvantages. National statistics show that the net worth of the population is rising and [...]

Wealth Protection Strategies

2023-10-16T23:51:21+01:00Financial Planning, Wealth Management|

Is it possible to protect your wealth against unexpected threats?  This video discusses the impact unexpected events can have on your future wealth and how you can look at wealth protection strategies to potentially mitigate the risk. If you would prefer to read the information, there is a video transcript below the video itself. [...]

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