#FinanceFriday Gift of a Lifetime | Thoughtful Money Gifting Strategies
18 October 2024 11:00
Most people aspire to leave a nest egg for their loved ones when they are no longer around. However, what happens if your loved one (children / grandchildren / godchildren / nieces & nephews etc) has a vulnerability? Whether through age, disability or personal circumstances, it’s important to plan out any gifting to vulnerable beneficiaries to ensure your generosity is protected. Join us in session as Polly Banwell, WSL, and Maddy Farrow, AAG Wealth Management, who will guide you through the steps you can take to protect your beneficiaries while giving with confidence.
Discover how a Discretionary Trust can provide flexibility and control over how your assets are managed, ensuring they reach your loved ones at the right time and in the right way. We'll cover how to safeguard their future by carefully considering tax implications, guardian & trustee roles, and the potential impact on their financial stability.
What you’ll learn:
You’ll leave this session with a clear understanding of when to consider setting up a trust and how to ensure your gift supports your family in the long term, without added stress or risk. If you’re looking to make well-informed decisions about your legacy, this webinar is not to be missed.
Secure your legacy. Protect your loved ones.
Timings:
11:00 – 11:15 | Keynote with Polly Banwell, WSL, & Maddy Farrow, AAG Wealth Management
11:15 – 11:30 | Q&A
Who should attend:
This webinar is ideal for people who are thinking about how they can leave their legacy well protected so that any vulnerable beneficiaries & assets are safeguarded.
Discover how a Discretionary Trust can provide flexibility and control over how your assets are managed, ensuring they reach your loved ones at the right time and in the right way. We'll cover how to safeguard their future by carefully considering tax implications, guardian & trustee roles, and the potential impact on their financial stability.
What you’ll learn:
You’ll leave this session with a clear understanding of when to consider setting up a trust and how to ensure your gift supports your family in the long term, without added stress or risk. If you’re looking to make well-informed decisions about your legacy, this webinar is not to be missed.
Secure your legacy. Protect your loved ones.
Timings:
11:00 – 11:15 | Keynote with Polly Banwell, WSL, & Maddy Farrow, AAG Wealth Management
11:15 – 11:30 | Q&A
Who should attend:
This webinar is ideal for people who are thinking about how they can leave their legacy well protected so that any vulnerable beneficiaries & assets are safeguarded.
