I am very much looking forward to presenting alongside my colleague Lilly Whale at Intergen 2020. We are joined by some excellent speakers from a wide range of organisations that will showcase thought leadership on family and private wealth issues we are all currently facing.
My presentation will importantly cover how to look after your family finances with a modern day twist. I will be giving you insight into the blended family, and highlight legal knowledge you need to know about including stepchildren, pre-nuptial agreements, and wills.
Perhaps you have spendthrift children, and would like to safeguard your finances when you pass them on? Or if you are uncertain as to what you would like to do with your savings, you may consider a discretionary trust?
At the end of this month please join us for what will be a great event. If you would like to get involved please visit https://intelligent-partnership.com/
a multitude of speakers will aim to provide an immersive three-day virtual event experience aimed at educating and engaging professional advisers on intergenerational wealth, tax and estate planning.