Nearest and Dearest – Part Two

Nearest and Dearest – Part Two

In part 1, we focused on the many barriers that stand in the way of even the most logical intergenerational strategies and the importance of communication across generations to overcome them. After all, “every problem exists in the absence of a good conversation.”

In part 2, we journey along our loved ones’ wealth curves to identify the different financial and life challenges faced along the way. Chartered Financial Planner, Ben Rogers will then share stories and solutions that can make a massive impact for your loved ones both now and in the future.

Addressing friction points such as childcare, mortgages, private education, university fees and retirement planning, the focus will be on ensuring you get the right money to the right people at the right time to maximise impact.

Our expert financial planner will also present new ideas on how to turbocharge your gifting by leveraging the tax man and, in some cases, achieving 100% tax relief on your gifting strategies.

Itinerary

Arrival, food and drink – 30 mins

Masterclass – 1 hour 15 mins

Finish