
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.
