#FinanceFriday | Your Legacy, Your Way: Planning Wealth Transfer Between Generations
03 July 2026 11:00
Thinking ahead about how your wealth will support future generations is a meaningful step in shaping your family’s long-term security. In this webinar, Your Legacy, Your Way: Planning Wealth Transfer Between Generations, guest speaker Bronwyn Pettitt, Wealth Manager at AAG Wealth Management, will guide you through the key considerations involved in transferring wealth securely and efficiently. You’ll explore the options available, understand the tax and legal implications, and consider how to structure your plans in a way that supports your loved ones while protecting the legacy you’ve worked hard to build. Whether you’re beginning to think about succession planning or refining arrangements already in place, this session will provide the clarity and confidence to make well-informed decisions for the years ahead.
What you’ll learn:
You’ll learn how to structure your wealth transfer to make the most of available allowances and reliefs, reduce potential tax liabilities, and ensure your assets are distributed according to your wishes. The session will cover practical strategies for gifts, trusts, and inheritance planning, and how to balance supporting your family now with preserving wealth for the future. You’ll leave with actionable guidance on creating a structured, tax-efficient plan that safeguards your legacy and provides peace of mind.
Timings:
11:00 – 11:15 | Keynote with Bronwyn Pettitt
11:15 – 11:30 | Moderated Q&A
Who should attend:
This session is ideal for individuals and families looking to take a structured, considered approach to passing wealth on to future generations. Whether you’re planning for children, grandchildren, or other loved ones, or simply want confidence that your assets will be managed effectively in the years ahead, this webinar will provide clear guidance to support well-informed and confident decisions about your legacy.
