Cascading Your Wealth by Marlene Outrim

Cascading Your Wealth by Marlene Outrim

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Cascading Your Wealth by Marlene Outrim

Do you want to live your life well and enjoy financial security while leaving a legacy for family members?

Cascading Your Wealth is a comprehensive guide to putting your affairs in order and making the right choices now about how to pass on your wealth without compromising your current lifestyle.

It discusses the practical, emotional and psychological factors that affect intergenerational wealth and explains the six steps to creating a clear and detailed Family Wealth Plan. This will ensure your wishes can be carried out tax-efficiently and with ease. Whether you are working with a Financial Planner or on your own, this book will help you understand:

  • Which decisions to take and when for timely intergenerational planning
  • How to evaluate your assets and liabilities
  • How inheritance tax, exemptions, trusts, allowances and reliefs work
  • What to consider in relation to blended families, religion and culture
  • How best to secure your financial future
SKU Nicht verfügbar
ISBN 13 9781781336403
ISBN 10 1781336407
Titel Cascading Your Wealth
Autor Marlene Outrim
Buchzustand Nicht verfügbar
Bindungsart Paperback
Verlag Rethink Press
Erscheinungsjahr 2021-11-30
Seitenanzahl 230
Hinweis auf dem Einband Die Abbildung des Buches dient nur Illustrationszwecken, die tatsächliche Bindung, das Cover und die Auflage können sich davon unterscheiden.
Hinweis Nicht verfügbar