Guide to Wealth Succession: Making the Right Preparations for Future Generations

Guide to Wealth Succession: Making the Right Preparations for Future Generations

GUIDE TO WEALTH SUCCESSION
MAKING THE RIGHT PREPARATIONS FOR FUTURE GENERATIONS


In this issue, financial planning can be an uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – because the right preparation now can have positive long-term impacts on future generations.

On page 06, before you start this process, we consider the questions you need to ask.

Gurdev Aujla

I'm Gurdev Aujla, an Independent Financial Adviser at Coleridge Capital. I specialize in providing a holistic approach to financial planning, focusing on retirement, wealth management, financial protection, estate planning, and setting up wills and trusts. My goal is to help individuals and families secure their financial future with tailored solutions.

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