#FinanceFriday Gifted Money Towards Your Future
19 April 2024 11:00
Gifted Money towards Your Future
Join AAG in session to discuss how you can receive financial gifts in a tax efficient with James Chamier, AAG Wealth Manager. Whether you’re looking to save for your own family or put the money towards a key project, join us in session as we run through the different ways you can achieve your financial goals & objectives in a tax savvy way.
As family members pass wealth through generations, it can be challenging for you to navigate legislation so let James guide you. James will share strategies on receiving money gifts, from navigating potential tax implications to making thoughtful decisions that align with your financial goals. Learn how to turn these gifts into stepping stones for building wealth, enhancing financial security, and achieving your dreams.
What you’ll learn:
This session is designed to ensure your financial gifts is not just a moment of joy but a springboard for long-term financial success towards your goals & objectives. You’ll hear from James who will share strategic next steps and useful information to help you manage your money.
Timings:
11:00 – 11:15 | Key-note with James Chamier
11:15 – 11:30 | Q&A hosted by AAG with James.
Who should attend:
This session is relevant for individuals who are concerned about the transfer of wealth across generations. We will focus on how to receive financial gifts tax efficiently before saving towards goals & aspirations (if you are concerned on how to transfer wealth to younger generations, we invite you to book a 1:1 consultation).
