A Guide to Legacy planning, Gifting & Charitable Giving (MAR 2020)


Over the past few years the concept of Legacy Planning has taken hold, with clients beginning to recognise this as a specific exercise and wishing to put in place plans to meet their legacy wishes.

This guide takes a top down approach, looking at what someone needs to consider and to start taking action in this regard. 

To read the full guide click on the link below:

A GUIDE ON LEGACY PLANNING, GIFTING & CHARITABLE GIVING.pdf



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