In Brief: Transferring wealth to the next generation
Thursday, 24 July 2025
What to consider when planning your legacy
Transferring wealth to the next generation is one of the most important financial decisions you will make in your lifetime. The assets you have carefully built over the years – whether they are property, investments, savings or sentimental items – are a testament to your hard work and dedication. Naturally, you will want to ensure that these assets are preserved, safeguarded and transferred in a manner that benefits your loved ones or chosen beneficiaries.
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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.