Inheritance support across generations
July 29, 2016
Overall, European HNWIs favoured adding more support to the inheritance process structure. In spite of this, very few investors would change…
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July 26, 2016
Feeling unadvised? When receiving an inheritance, just 22% of investors felt like they were guided through the process. Clearly, there is a need for…
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Keep Calm and Plan Ahead:
July 22, 2016
While a wealth transfer strategy describes the mechanisms for passing on assets, a succession plan denotes the emotional dynamics of inheritance planning too. In short,
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