Pat Blamire, CERTIFIED FINANCIAL PLANNER® at Chartered Wealth Solutions was interviewed on Classic FM Business’s Wealth Week Panel on leaving a legacy for your children and grandchildren. Included on the panel were Jason Bernic Financial Planning Coach at Old Mutual Wealth Geoff Blount Head of Cannon Private Clients, and the interview was conducted by Michael Avery.
How do you leave your wealth to your heirs while still ensuring it is not eroded within a generation? Key to estate planning is understanding tax implications and structures available. Proper planning can preserve wealth for future generations – the starting point is to ask what you are trying to achieve with your wealth.
This is a fascinating interview with practical pointers. Well worth a listen.