The surprising benefits of a living legacy
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Advice and guidance from our financial planners
Traditionally wealth is passed onto family and those we care for most after we pass via a Will, however, there are many benefits to creating a living legacy. Our financial planners can help you to manage your finances while helping others during your lifetime.
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This guide touches on how passing on wealth during your lifetime enables you to see family create experiences and achieve their dreams which you can share in and enjoy. It also explains more about gifting, passing on property, and the impact this all has on inheritance tax.
It offers a reminder to consider your own lifestyle through retirement as well. With people living longer, it is essential to ensure you don't compromise your future needs.
