Leaving a legacy through asset protection

Whilst none of us can predict future tax rates, family dynamics or health and care needs, there are actions that you can take now to minimise the impact that these risks could have on your personal and your family’s future financial security. But how can you ensure you are able to leave a legacy should the worst happen?

Jane Cowley, Partner at Geldards, and Charlie Reading, Chartered Financial Planner and Founder of Efficient Portfolio, discuss how careful planning around your finances is one of the key steps to take now to protect your wealth for the benefit of your loved ones. Understanding these steps could be the difference between you leaving your family ‘a life changing sum’ and a ‘life changing lesson’.

Watch the webinar below.

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