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Wealth Navigator

In Brief: Wealth Navigator

Thursday, 03 January 2019

Looking after the next generation includes planning for what to do once you have passed away. Some people feel uncomfortable completing inheritance plans, however if put off, it could end up being too late to make sure your wishes are completed. Reviewing your assets, making a Will, making gifts, and considering taxes are all areas to be considered. Seeking early professional financial advice could help you to understand all of your options to make plans that work with your personal circumstances and preferences.

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Please be aware these articles are for general information purposes only and correct at time of printing. We will not accept responsibility for any errors made or actions taken by any readers that have acted on the information contained. Answers given are for guidance only and specific advice should be taken before acting on any of the suggestions made. All information is based on our understanding of current tax practices, which are subject to change. Always remember when investing, past performance is not necessarily a guide to future performance and the value of some investment units can fall as well as rise.