Succession: Your guide to passing on your wealth

How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

InheritanceWealth / financial planningEvents & webinars

Hayley Hamer

Wealth Planning Director - Regional Leader

17 Jun 2024

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How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

Hayley Hamer, Financial Planner, tells us what to consider when planning to pass on our wealth.

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To discuss how to most effectively pass on your wealth, book a complimentary, no-obligation consultation.

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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.